Estate Planner's Guide to Long-Term Care Insurance
Overview of the types of long-term care insurance policies available, how they work, and when and how to help clients consider this option
- Product Number: 2230150P01
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CLE Credits, earn up to:
1 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
To be a truly comprehensive estate planner one must have a good working knowledge of the insurance industry and its related products, including long-term care insurance. Long-term care insurance, while not appropriate for every client or every situation, can be a very valuable resource under the right circumstances. Join us as we discuss the different client scenarios that may trigger considering this type of insurance product, as well as provide an overview of the various types of long-term care insurance policies currently available in the marketplace, how they work, and how to responsibly help clients with an assessment of whether meeting with an insurance professional to review long-term care insurance options may be advisable.
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Agenda
Agenda & Materials
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9:30 - 9:40 am
Current Long-Term Care Costs in Massachusetts
on demand video Add to CartPaul B. Collard, New York Life Insurance Company , New York
Laurel M. Millette, Esq., Transitions Law LLC , Concord
Edward S. 'Ted' Ritchie, True North Financial Partners LLC , Waltham
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9:40 - 9:50 am
Identifying Estate Planning Clients Who May Benefit from Long-Term Care Insurance
on demand video Add to CartPanel
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9:50 - 10:00 am
Long-Term Care Insurance v. MassHealth/Medicaid Planning—What’s Covered and Not Covered by Government Programs
on demand video Add to CartPanel
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10:00 - 10:10 am
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10:10 - 10:20 am
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- Faculty