Protect Your Clients and Your Business

Engage in Long-Term Care Planning Conversations

What is Foundations?

Foundations is a 4-hour virtual training class developed by planners for planners. It is designed for advisors that want to feel confident and competent enough to open client conversations about extended care planning, but don’t want to be a long-term care specialist.

It’s Ideal for Those:

  • Collaborating with an ILTC specialist
  • Concerned about fulfilling their fiduciary responsibility
  • Concerned about protecting themselves against liability
  • Protecting assets under management

Highlights of What You Will Learn:

  • 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

If you want to do what’s in the best interests of your clients, Foundations is a quick and cost-effective way to help you meet that goal.

Success Stories

“Going through the CLTC designation program has given me more confidence to run appointments on my own. Prior to the training, I felt I needed a LTC specialist to accompany me during LTC planning meetings with clients. Now I am the LTC specialist!”

-Cassandra Fyles, NYL
Vermont