July 24th: CLTC Foundations
Register
$399.00
When:
07/24/2023 (8:00 am - 12:00 pm)
times shown are in CDT (America/Chicago)
times shown are in CDT (America/Chicago)
Instructor:
Bill Comfort
Last Day To Register: 07/21/2023
Leclair Group Foundations
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
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