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Long Term Care Strategies During and After a Pandemic
Course Information
Content Level: Foundational
NAPFA Subject Area: B-Insurance & Risk Management
Course Description
The LTCI industry, like the rest of the world, has been affected by COVID-19. When considering LTCI during these unprecedented times, there may be a lot of uncertainties about Long Term Care Planning. This session will present the possibilities that are currently available and how to best utilize your options. The discussion will include changes in the industry, including pricing, underwriting and more. Several planning solutions to meet client needs during COVID- 19 will be presented along with an increased awareness of how an LTC event today can impact your clients and their loved ones, even if they have had COVID. Learn the new strategies and funding options that can help clients mitigate risks, while feeling confident about the future.
Learning Objectives
  1. Learn how LTC Planning should be part of your clients overall financial plan and the four ways to fund a LTC event (insurance, self-funding, Medicaid and CCRC’s)
  2. Understand how to use qualified funds to pay for a LTC policy
  3. Discuss how insurance carriers are evaluating and underwriting applicants who have had COVID-19
Speaker
Brian Gordon
Brian joined the family owned MAGA in 1990 and has since become a nationally known expert in Long Term Care Planning, developing and conducting programs for financial professionals, including CE courses and educating clients on the vast LTCI options available. Brian is often quoted in publications such as US News, Kiplinger, NAPFA Advisor Magazine and AARP and has a bi-monthly radio program with Kevin Price, host of the Nationally Syndicated Price of Business Show.
Summary
Availability: Retired
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
No Credit Offered
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