Live Continuing Education Events

Title: Unlocking Solutions: Creative Funding Methods for Long-Term Care Insurance

Host: BUI

Date: September 21, 2023

Time: 10:30 a.m. (Central Time)

Location: Virtual Only (link sent prior to meeting)

CE: Approved for 1 Hour of CE for CFP and MO MCLE. Life and Health CE in MO, IN, and TX still pending.

Cost: Free

Register: Click here

Speaker: Brant Steck, CFP

Description: This course is designed to help insurance and financial advisors understand the various methods of funding available to clients when exploring the purchase of long term care insurance (LTCi). The course begins with a ten minute overview of the basics of long term care insurance, specifically addressing what LTCi is (and how it differs from medical insurance), the likelihood of needing care, and the associated costs across the care spectrum. Following the overview, the speaker will spend the bulk of the presentation sharing nine case studies that are broken up into three sections: (1) Funding LTCi through existing assets, (2) Funding LTCi through current income, and (3) Funding LTCi through third parties. Those who attend the presentation will be better positioned to help clients develop creative funding techniques when addressing the substantial risk of healthcare costs associated with longevity.