Coming Soon - New CE Webinars For 2022!

Attendees will earn 1 CE. For more information, contact us at 800-533-6242, or email Brian Gordon at or Peter Florek at

2022 Ce Ads Final Page 1

This course will address the cost of care, LTCI Case Studies, review industry updates and provide key resources a client needs to prepare for a long-term care event, including claim information.

  • Address the rising cost of care and caregiver shortages
  • Reasons/Stats for the majority of LTC events
  • Stand-Alone LTCI, Hybrid Asset-Based Life and Annuities with LTC Riders and 1035 Exchange Case Studies
  • Updates on the uncertain status of State and Government LTCI programs
  • How a LTC event can have an overwhelming effect on a family
  • What a financial advisor needs to know about the resources and programs available to assist their client with a LTC event
  • For in-force LTCI policyholders – how and when to prepare for filing a claim
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This course will take a dive deep into the benefits, funding options and tax advantages of Hybrid Asset-Based Life and Annuities with LTC Riders, and Life Insurance with LTC or Chronic Illness Riders.

  • Address key advantages of Hybrid Asset-Based Life and Annuities with LTC Riders, and Life Insurance with LTC or Chronic Illness Riders
  • Discover comprehensive funding options available with existing annuities, qualified funds, IRAs and 1035 Exchanges
  • Review several Tax Advantages for both Stand-Alone Traditional LTCI, Hybrid Asset-Based LTCI, Annuities and Life Insurance policies with or without leverage
  • Case Studies

Financial Advisors, Accountants, Attorneys - 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 CE. Contact us at 800-533-6242, or email Brian Gordon at or Peter Florek at

Ltci Strategies Pandemic

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, such as LTCI Tax Advantages and proposed State and Federal payroll tax programs.  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.

Federal State Programs Impacting Ltci

Once again, the federal and state government is attempting to roll out a mandatory LTC benefit program paid for by worker contributions. The state of Washington announced their program earlier this year and with fast approaching deadlines, many are trying to learn what their contribution will actually pay for. Will the payroll tax in fact cover them for during a long term care event in the future, or is a private LTCI policy a better solution? We have heard from many sources that there are a dozen other states considering a similar type of program. It is important to read the fine print and do your homework, especially since 65% of Americans will need care in the future. We will walk you through Eligibility Requirements, Plan Costs and Benefits, Opting out options, Benefit Triggers, Employer responsibility, Private LTCI and much more. Let us help you learn the pros and cons of this type of program by utilizing our decades of experience and expertise.

File Ltci Claim During Pandemic

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.