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Important Updates to Federal and State LTCI Initiatives
Course Information
Content Level:  Intermediate
NAPFA Subject Area: B-Insurance & Risk Management
Course Description

This course will do a deep dive into the federal and state long-term care insurance (LTCI) programs attempting to roll out across the country. The presenter will address the limited benefits offered, which states are affected, and how to prepare so clients are not scrambling when they find out they need to pay a new payroll tax.

Learning Objectives
  1. Receive an overview of the state and federal LTCI initiatives
  2. Understand key facts on state programs for 2023
  3. Learn who is affected by LTCI payroll tax programs
  4. Review solutions and see LTCI case studies
Brian Gordon, CLTC Brian Gordon, CLTC, president of Gordon Associates, has a long-standing relationship with NAPFA, and over three decades of experience in long term care insurance (LTCI), joining his father, Murray A. Gordon, in 1990.

Specializing in both stand-alone “traditional” as well as hybrid asset-based life and annuities with LTCI riders, Gordon has collaborated with carriers regarding product development and marketing. Over the years, he has been recognized by his peers as one of the top LTCI professionals, and nationally syndicated financial expert and writer Terry Savage calls Gordon Associates “my advisor on long term care policies.”

Availability: On-Demand
Access expires on 05/01/2024
Initial Cost: Member: $39.00
Non-Member: $59.00
Additional Cost: CFP® CE Quiz: $10.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
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