CLTC Foundations

Register

$399.00

When:
01/10/2023 - 3:05 pm - 5:05 pm
01/11/2023 - 3:05 pm - 5:00 pm
times shown are in CST (America/Chicago)

Instructor:
Kelly Augspurger, Shane Van Patten
Raymond James advisors only

Course Abstract

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
Intermediate
Group Internet Based

Available Credit

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