Mitigating Future Risks of a Bear Market with Long Term Care Planning - NAPFA and CFP® Credit
B-Insurance & Risk Management
Brian Gordon
Published: 7/8/2020
Every good retirement plan should include a Long-Term Care strategy especially during a pandemic. This program addresses care solutions, recent changes in the LTC industry and review the necessities advantages of Long-Term Care planning.
Key takeaways:
• Learn changes in LTCI industry and advantages of owning a LTCI policy, how it protects assets and provides peace of mind for your clients when preparing for retirement
• Understand underwriting, tax advantages and strategies that are offered with a LTCI plan
• Discover how to provide clients with valuable resources that offer services and guidance on how to prepare for a long-term care event
Brian joined the family owned MAGA in 1990 and has since become a nationally known expert in Long Term Care Planning, developing and conducting programs for financial professionals, including CE courses, and educating clients on the vast LTCI options available. Brian is often quoted in publications such as US News, Kiplinger, NAPFA Advisor Magazine and AARP and has a bi-monthly radio program with Kevin Price, host of the Nationally Syndicated Price of Business Show.
1 NAPFA CE in B - Insurance & Risk Management will be posted in your NAPFA CE record after successful completion of the associated quiz. In addition, NAPFA will upload your self-study credit to the CFP® Board of Standards within 2 weeks.
This is a recorded webinar from July 2020.
After purchase, you may access your recorded self-study courses under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.