November 13th: CLTC Foundations

Class Canceled

11/13/2023 (11:00 am - 4:00 pm)
times shown are in EDT (America/New_York)
This class has already taken place.

Kelly Augspurger, Shane Van Patten


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


Group Internet Based

Available Credit

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