April 22nd: CLTC Foundations

Class Canceled

When:
04/22/2024 (9:00 am - 1:00 pm)
times shown are in CST (America/Chicago)
This class has already taken place.

Instructor:
Kelly Augspurger, Shane Van Patten

Description

Foundations is a 4-hour virtual training class designed for insurance professionals and advisors to provide a basic comprehension of long-term care planning. This course is ideal for professionals: collaborating with an ILTC specialist, concerned about fulfilling their fiduciary responsibility, concerned about protecting themselves against liability, protecting assets under management.

Learning Objectives:

  • The Basics of Long-Term Care
  • The Impact of LTC on Your Client’s Income and Family
  • How to Identify the Right Clients for a LTC Conversation
  • How to Avoid Common Mistakes
  • How to Create a Plan
  • Options for Funding the Plan
  • Best Practices for Integrating LTC Conversations into your Practice

Details

Intermediate
Group Internet Based

Available Credit

Insurance Continuing Education
Alabama - 4 credits in Life, Accident and Health
Alaska - 4 credits in General
Arizona - 4 credits in General
Arkansas - 4 credits in Producer General
California - 4 credits in Life/Accident & Health/Sickness
Colorado - 4 credits in Life, Accident & Health
Connecticut - 4 credits in Life, Health Accident, Variable
Approved by the State of Connecticut Insurance Department for insurance producer continuing education.
Delaware - 4 credits in Long Term Care
District of Columbia - 4 credits in Life/Health
Florida - 4 credits in (CE0240) CE 2-40 - Health
Georgia - 4 credits in Life & Accident Sickness
Hawaii - 4 credits in Life/Health
Illinois - 4 credits in General
Iowa - 4 credits in Long Term Care
Kansas - 4 credits in Long Term Care
Kentucky - 4 credits in Life and Health
Louisiana - 4 credits in Producer - Life (General Insurance Principles), 4 credits in Producer - Accident and Health or Sickness (General Insurance Principles)
Maine - 4 credits in General
Massachusetts - 4 credits in Long Term Care (LTC)
Michigan - 4 credits in Accident & Health
Minnesota - 4 credits in General - Classroom Webinar
Mississippi - 4 credits in Long Term Care
Missouri - 4 credits in Life & Health
Montana - 4 credits in Long Term Care
Nebraska - 4 credits in Sickness, Accident, Health
Nevada - 4 credits in Long Term Care
New Hampshire - 4 credits in Producer - General
New Jersey - 4 credits in Health
New Mexico - 4 credits in Long Term Care
New York - 4 credits in Life Brokers, 4 credits in Life/Accident and Health Agents, 4 credits in Life Consultants, 4 credits in Life Settlement Brokers
North Carolina - 4 credits in General
North Dakota - 4 credits in Long Term Care
Ohio - 4 credits in General
Oklahoma - 4 credits in Producer/CSR General
Oregon - 4 credits in Long Term Care
Pennsylvania - 4 credits in General
Rhode Island - 4 credits in Long Term Care
South Carolina - 4 credits in Life, Accident & Health
South Dakota - 4 credits in Life & Health
Tennessee - 4 credits in Life/Accident & Health/Annuities/Var
Texas - 3 credits in General
Utah - 4 credits in Long Term Care
Vermont - 4 credits in Long Term Care
Virginia - 4 credits in Long Term Care
Washington - 4 credits in General
West Virginia - 4 credits in General
Wisconsin - 4 credits in Accident & Health, 4 credits in Life
Wyoming - 4 credits in General
CE for CFP® Professionals
4 credits
CLTC Training
4 credits