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During this session, you will learn about the need for more long-term care planning knowledge within the financial services profession, explore current trends in long-term care insurance policies, and review real world examples of how advisors can help clients most effectively use their long-term care insurance benefits once actual care needs arise.
Learning Objectives
Upon successful completion of this learning activity, you will confidently be able to:
- Discuss the evolution of LTC products over last 30 years
- Evaluate considerations for risk management tool selection
- Apply risk management strategies to unique client scenarios
- Identify different ways in which LTC insurance can be use to optimize client financial outcomes
Presenters
Kaylee Ranck, PhD
James Karthaus, CFP®, CLU®, ChFC®, MA
Joellen Meckley, JD, MHS, ChSNC®
Bonus Content
Bridge the gap between complexity and clarity when meeting with your clients.
Download the “Common Long-Term Care (LTC) Products” guide from fpPathfinder.
CFP® CE Credit
This content is eligible for one hour of CFP® continuing education (CE) credit.
If you hold the CFP® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP® ID number is entered here.
The College’s Professional Recertification Program (PRP)
This content is eligible for one hour of PRP continuing education credit.
To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.
From Policy to Practice: LTC Insurance Trends & Planning Strategies When Benefits are Used
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