4-hour Partnership LTC Refresher
Instructor
UIE Phone
(253) 846-1155 Email
mail@uiece.com |
Course Overview
This course is designed to follow the initial 8-hour long term care course. It is designed to “refresh” the agent on the critical points of Partnership long-term care benefits, asset protection, and general long-term care coverages. Long-term care is rapidly becoming a specialized field. These agents will be well versed in long-term care services, Medicaid qualification, asset protection, and long-term care insurance policies. Long-term care Partnership policies have the potential of saving federal and state Medicaid funds by encouraging Americans to buy long-term care insurance. Partnership plans provide dollar-for-dollar asset protection in the form of long-term care insurance. This course covers how such plans work and why they are a logical purchase.
Consumer and agent education is a critical part of the Partnership program since an uninformed consumer is not likely to consider purchase of asset-protecting Partnership coverage. This course covers the primary aspects of long-term care, Partnership plans, the agent’s role in marketing these plans, suitability standards (since not everyone should buy a long-term care policy), and related information that is pertinent to such policies and the marketplace. |
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Chapter |
Subject |
Description |
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Chapter 1 |
Partnership
Program Creation |
History |
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Chapter 2 |
Program
Benefits |
Choices |
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Chapter 3 |
Basic Policy
Considerations for Traditional LTC Policies |
Policy details & options |
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Chapter 4 |
Financial
Planning for Long-Term Care |
Factors increasing
use |
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Chapter 5 |
Terminology |
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ClearCert Approved.