Skip to main content
FPA Annual Conference 2023 Main banner
Back
Evaluation

Breakout Session

Educational Breakout Sessions | Block 2

What You Need to Know to Have a Successful Long-term Care Planning Conversation with Your Clients

Wednesday, September 27, 2023
2:15 PM – 3:15 PM MST
Location: PCC: North 122
CE: 1 CFP CE Credit(s)
CE Available
Complexity Level: Overview
Session Description: Longevity, aging-in-place initiatives, Medicare cutbacks – all of these trends and more increases the importance of discussing long term care planning with clients. This presentation will focus on these areas:
1. How to use behavioral finance concepts to introduce the topic.
2. An industry update, including costs and trends.
3. A deep dive into hybrid policies, highlighting how they are structured, providing guidelines for evaluating self-funding versus long-term care insurance and a case study illustrating the process used by a LTC planner for identifying and recommending solutions.

Learning Objectives:

  • - Understand the industry trends that will impact your recommendation to clients.
  • - Have a greater understanding of the array of hybrid options now available and how they can meet a client’s needs and objectives.
  • - Learn the major factors that are now influencing the long term care product development and case management.