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Long Term Care Insurance Update: Part 1 06-13-2024
Long Term Care Insurance Update: Part 1 Q&A 06-13-2024

Attendees Rating:

Excellent (86%)
Average (14%)
Below Average (0%)
Comments
A few comments from listeners when they were asked what the learned from the webinar:

Good updates! I love the various cost of care #s to help me in financial planning for clients.
- Jennifer B.

I did not know about the cap on home value as an excludable asset. There have also been some changes since I last studied qualified policies asset exemptions
- David R.

The importance of Medicaid planning conversations so that the client is educated in the possibility they might need to rely on Medicaid. If so then planning can start so that they are Medicaid eligible.
- Frederick S.

The in-depth coverage or Medicaid was very informative for how to consider financial planning if there is a possibility a couple might need to be on Medicaid
- James M.
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Long-Term Care Insurance Update: Part 1
Presented by Lori Gubash, CLTC, FICF
Lori Gubash

This dynamic two-part program, "Long-Term Care Insurance Update," is strategically designed to empower financial professionals with the latest knowledge and skills required in the evolving field of long-term care (LTC) insurance. The program comprehensively covers the essentials of LTC insurance, policy details, and ethical considerations in sales and management.

Attendees Comments:

A few comments from listeners when they were asked what the learned from the webinar:

Good updates! I love the various cost of care #s to help me in financial planning for clients.
- Jennifer B.

I did not know about the cap on home value as an excludable asset. There have also been some changes since I last studied qualified policies asset exemptions
- David R.

The importance of Medicaid planning conversations so that the client is educated in the possibility they might need to rely on Medicaid. If so then planning can start so that they are Medicaid eligible.
- Frederick S.

The in-depth coverage or Medicaid was very informative for how to consider financial planning if there is a possibility a couple might need to be on Medicaid
- James M.