Wisconsin Long-Term Care Partnership and Medicaid

Overview

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, it’s likely that a larger number will be forced to confront this issue. In fact, more than half of all individuals will require some type of long-term care in their lifetimes.Those who work the senior market and those who provide retirement planning services and products must understand that the needs of the retiree extend well beyond asset accumulation, income distribution, and estate planning.

This course provides an overview of Wisconsin Medicaid and the state's Long-Term Care Insurance Partnership program. It is intended for nonresident producers who have taken an 8-hour training course on long-term care and long-term care partnership programs in another state
but need a course of study on the specifics of Wisconsin's programs to be fully qualified to market and sell partnership-qualified long-term care policies in Wisconsin.

Learning Objectives

Upon completion of this course, students will:

  • understand the Wisconsin Long-Term Care Insurance Partnership program
  • be able to explain both the financial and nonfinancial requirements for determining Wisconsin Medicaid eligibility
  • demonstrate knowledge of Wisconsin's special protections for community spouses
  • be able to explain asset protection under the Wisconsin Long-Term Care Insurance Partnership program
  • know the rules regarding estate recovery in Wisconsin

Designed For

Life and health insurance producers
Find Courses Now