CLTC Foundations

What is the Foundations Class?

Foundations is a training course created by LTC planning specialists to help planners and advisors gain the confidence to open and manage long-term care conversations. It will allow you to confidently start having LTC planning conversations the very next day.

You can access Foundations in one of two ways.

  • Join a 4-hour virtual class that includes 4 hours of CE, or
  • Purchase our 2-hour self-study eFoundations class that offers 2 CE credits
What Students Will Learn
  • Best practices for integrating LTC conversations into your practice
  • The basics of LTC
  • The impact of LTC on a client's income and family
  • How to identify the right clients for a LTC conversation
  • How to manage, if not avoid, common objections
  • An overview of products available in the market

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.

What Others are Saying About Foundations
  • "Foundations helped me get organized for more productive conversations. I now know how to focus on creating a plan, tying it to the client's goals and then solving the cash flow problem." (Jan. 2022)
  • "Foundations affirmed why these conversations need to happen with clients. It gave me more confidence to initiate the conversation, tie it to real-world consequences and not just rattle off statistics that won't encourage action." (Jan. 2022)
  • "My three takeaways: How to integrate this into my practice, identify clients and set expectations." (Feb. 2022)
We are proud to provide training to the following organizations: