New Opportunities to Earn CFP CE Credits in 2021

At MAGA Ltd., we pride ourselves on LTCI education, which is why we offer continuing education webinars throughout the year. If you would like to learn more about Long Term Care Insurance or need additional CFP credit, please contact us regarding the two courses we are offering in 2021.

Coming Soon!

Long Term Care Strategies During And After A Pandemic

Summary

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. We will help you understand the possibilities that are available and how to best utilize your options. We will discuss changes in the industry, including pricing, underwriting and more. This program addresses several planning solutions to meet your clients’ needs during COVID- 19. You will gain an increased awareness of how a 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 your clients mitigate their risks, while feeling confident about the future.

Day and time coming soon. For more information or to reserve your spot

  1. click contact us and put “2021 Webinars” in the form
  2. email us at maga@magaltc.com
  3. call us at 800-533-6242
A Guide To Propertly Filing A Ltci Claim During A Pandemic

Summary

As we navigate during these unprecedented times, clients need more assistance than ever, when filing a claim. We can help you guide your clients in understanding options when choosing to pause an existing claim during COVID-19. We will touch base on everyday claim topics, such as choosing a proper level of care, benefit triggers, caregiver certification and more. We will also discuss utilizing Geriatric Care Mangers and how they can benefit your client’s care. This program will outline steps that make the claim process during COVID-19 more efficient and how to effectively file or maintain a claim during a pandemic.

Day and time coming soon. For more information or to reserve your spot

  1. click contact us and put “2021 Webinars” in the form
  2. email us at maga@magaltc.com
  3. call us at 800-533-6242

Keep Your Team Up To Date!

Schedule a live, personalized presentation and discussion virtually or onsite with your team. Choose from available topics. Attendees will earn 1 CFP CE.

Understanding Current Ltc Planning Strategies

LTC Planning strategies are not the same as purchasing health, home or auto Insurance. When considering LTCI, you are planning to keep the policy in place until you need it. That may not happen for 20 years or longer. Most people change their health, homeowners, and auto insurance every few years. This is why you and your clients need to understand that a “one size fits all” philosophy will not work.

The changing landscape of LTC Planning has come full circle. Asset-Based products and Stand-Alone “Traditional” products each have their own advantages. This program addresses several planning solutions to meet your clients’ needs. You will gain an increased awareness of how a LTC event can impact your clients and their loved ones. Learn the new strategies and funding options that can help your clients mitigate their risks, while feeling confident about the future.

 

Topics

  1. How to Evaluate an Asset-Based Plan to Meet Your Clients Needs
  2. Asset-Based Case Studies: One Size Won’t Fit All Needs
  3. Current LTC Tax Advantages for some Asset-Based Plans
  4. Having the LTC Planning Conversation
  5. Asset-Based Underwriting Guidelines
  6. LTCI Claim Filing Support
  7. Cost of Care: Past, Present and Future
  8. Caregiver Stress
  9. COVID – 19 related carrier updates will be covered
Managing Families Expectations When Filing Ltc Claims

If a client/family member needed care, or thought they needed care, where would they turn to for help? They may need assistance finding a facility or help determining if they are eligible to receive benefits. Typically, people forget more than they remember about what their policies cover and how it works. Filing a claim for a long term care policy can be complicated and time consuming for families if they are not familiar with the process and terminology. We will also discuss how Geriatric Care Managers can assist your clients whether they have a long-term care policy or not. This program will outline steps that make the claim process more efficient and how to tap into Geriatric Care Managers in your area.

 

Topics

  1. How to Determine the Needs of Your Client
  2. What Benefit Triggers are the Client Meeting
  3. What Type of Provider is the Client Interested In
  4. General Policy Provisions
  5. Understanding the Details of the Elimination Period
  6. What Choices Does the Client Have When Accessing Benefits
  7. Cost of Care: What Expenses are involved with Each Type of Service
  8. Reimbursement vs. Cash Indemnity: What’s the Difference when Filing a Claim
  9. Case Studies
  10. COVID – 19 related carrier updates will be covered

To schedule one or both topics, or for more information, contact us at 800-533-6242 or email Brian Gordon at brian@magaltc.com or Peter Florek at peter@magaltc.com.