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ENGAGE 2020


PFP2005 - PFP2005. Navigating the Ever-Changing World of Long-Term Care Insurance Solutions


Jul 20, 2020 1:25pm ‐ Jul 20, 2020 2:15pm

Description

The only thing that's constant in life is change. You've likely heard or read about insurance companies exiting or entering the marketplace, rising healthcare costs, in-force premium increases, the growth of Life Insurance-based LTC Insurance solutions and more. How does a CPA keep up-to-speed on all of these changes? What's a CPA to do when planning for clients' long-term care risks? Does Long-Term Care Insurance make sense? Experts in the field will provide you with the information you need to make an informed decision. You'll hear real-life case studies on how two CPAs chose to manage their Long-Term Care risk.

Learning Objectives:
  • Learn the current risks, trends, and coverage options – including self-funding.
  • Make better decisions for yourself, loved ones and clients.

Speaker(s):

  • Susan J. Bruno, CPA/PFS, CFP, Managing Director, Beacon Wealth Consulting South
  • Courtney Crenshaw, New York Life
  • Mark Thomas, CLU, ChFC, Senior Vice President, Aon Affinity Insurance Services, Inc.
  • Steve Cain, CLTC, Director, Sales and Business Development Leader, LTCI Partners

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