8-Hour Long-Term Care Training for CA Agents


Few issues are more compelling than the need for long-term care. As our population ages, and as more and more people live longer in their retirement years, ever-larger numbers will be forced to confront this issue. The question is, will they be prepared? Are you, as a producer or financial advisor, ready and able to counsel your clients and prospects on long-term care and the options available for funding and delivering that care?

This course provides a thorough orientation to long-term care and the many options available to address this need. It explores the nature of long-term care, LTC services and providers, LTC insurance, partnership programs, and qualified partnership policies. The course also includes an in-depth discussion of the ethics and suitability standards associated with the sale of LTC insurance.

This course provides the 8 hours of training and instruction required of all agents who sell long-term care insurance in California. It covers the topics included in the Department of Insurance course outline and addresses the required learning objectives.

Learning Objectives

Upon completion of this course, students will understand:

  • the nature of long-term care and types of long-term care providers
  • sources of long-term care funding
  • long-term care insurance policies and provisions
  • federal legislation affecting long-term care and long-term care insurance
  • California statutory policy provisions, requirements, and terminology
  • California Department of Insurance authority
  • advertising guidelines and marketing practices

Designed For

California licensed life and health producers

Find this course for your license:

License or Certification