LTC Insurance - Solutions & Opportunities for your Clients
Includes a Live Web Event on 05/28/2025 at 12:00 PM (MDT)
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- Member - Free!
Your clients need to understand the importance of planning for extended care, and it's up to you, as a trusted advisor, to help them confront this. In this class, you'll learn how to effectively convey the need, recognize when it's time to begin the search for solutions, and understand the mechanics of the various types of long term care insurance products. You will understand the tax advantages of the various products, and how to leverage these in your clients favor.
Disclaimer:
The views and opinions expressed in FPA Learning Sessions are those of the speaker(s) and do not necessarily represent the views or opinions of the webinar organizers.
- More effectively convey to clients the importance of LTC planning.
- Recognize which type of product may be most appropriate for specific clients, based on their overall circumstances.
- Understand the planning opportunities presented by 7702b products.
Kerry Peabody, CLTC, CLU
Clark Insurance
Kerry Peabody, CLTC, CLU has specialized in LTC insurance for nearly 30 years. He's been an LTC medical underwriter, a national sales director, and has been in direct sales for more than 20 years. He partners with financial planners, attorneys, and other professionals to help their clients tackle the extended care problem. He lives in Maine, but works across the country. He is an instructor for the Certification for Long Term Care (CLTC) designation, a Past President of the Maine Estate Planning Council, a board member for a local Lifecare community, and a volunteer in the Vets2Vets program.
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