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2022 AICPA & CIMA ENGAGE

PFP2202 - Managing Long Term Care Risk with Hybrid Long-Term Insurance Contracts


Jun 6, 2022 11:15am ‐ Jun 6, 2022 12:05pm


Standard: $49.00

Description

A Long-term care insurance contract is an important risk management tool in the personal financial planning process. The contract provides benefits in the event of a future need for a nursing home, assisted living facility, or home health care. Hybrid long-term care insurance, which is also known as asset-based long-term care insurance, consists of a life insurance or annuity contract, with long-term care benefits as part of the contract.

Learning Objectives:
  • Evaluate the benefits of a hybrid long-term care insurance contract
  • Recognize a long-term care event as part of a personal financial plan
  • Assess the applicability of long-term care insurance as a personal financial planning recommendation

Speaker(s):

  • Thomas N. Tillery, MA Ed., MSFS, AEP® (Distinguished), CFP®, CLU®, ChFC®, LUTCF®, CRPC®, Vice President/Chief Compliance Officer, Paraklete Financial, Inc.

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