CFP CE

4-Hour Long-Term Care Review

Overview

As the number of Americans aged 65+ grows, so does the demand for long-term care services, ranging from nursing home care to daily task assistance. Life and health insurance producers and financial planners must understand this spectrum, long-term care insurance, and partnership programs to meet customer needs. This course equips insurance & financial pros to address long-term care needs: services, insurance, & partnership programs.

This course is specifically designed to meet the ongoing study requirement for licensed producers who have completed an initial long-term care training program.

Summary Details

Hours

5.0





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Learning Objectives

  • demonstrate an understanding of the need for long-term care, the continuum of long-term care services, and the extent to which long-term care costs have risen and are expected to continue to rise;
  • explain the common sources for funding long-term care, both public and private;
  • articulate the coverage and provisions of long-term care insurance;
  • describe the basics of state long-term care partnership programs and how these programs interact with Medicaid;
  • cite the requirements for long-term care insurance policies that are used in conjunction with state partnership programs; and
  • describe the principles of long-term care suitability and to apply them to a client's particular circumstances.


Designed For:

Life and health insurance producers; financial planners and advisors



Course Information

Adding additional credit may change exam requirements.

Access Period: 12 months
Prerequisites: None
Delivery Method: Self-Study
PDF Download: Available
Provider of Record: WebCE
Provider Number: 2257
Last Reviewed: November 2024
Study Level: Intermediate
Approved For: General

Exam

Proctor: No
Passing Grade: 70
Questions: 25



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