Long Term Care Insurance continues to change and evolve. In this session, Bob Vandy, President of Advisors Insurance Brokers, will bring you up to speed on the most recent developments in LTC planning, in both the public and private funding realms, with a focus on the various insurance-based options for that planning. Bob will also use case studies to illustrate what may be the most optimal LTCi solution given differing client circumstances.
As a bonus, one of Bob's colleagues will demonstrate a tool they use to develop LTCI quotes. his will give you the opportunity to quickly see how different choices, like exclusion periods, inflation protection, etc. can impact a client's cost of LTCi.
This session is worth one CE credit for subscribers with the following designations: CFP, CLU, ChFC and RICP. And CPA subscribers will earn one CPE credit. And NAPFA members who subscribe will receive a completion certificate they can apply for NAPFA CE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.