Learning Center

The Long-Term Care Planning Discussion

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Includes a Live Event on 11/10/2021 at 12:00 PM (MST)

Long-term care is a proactive conversation that needs to be had with clients. You will learn how to start an LTC planning conversation with your clients, understand funding options and the consequences of using those funds. There are multiple solutions for funding a plan. Here you will get an overview of those options and see real life case studies.

Chad Eyrich, CLTC

VP, Long Term Care and Linked Benefit Sales, Ash Brokerage

As the VP of Long-Term Care and Linked Benefit Sales, Chad Eyrich t only helps educate advisors and their clients on the importance of care planning, but he also orchestrates a smooth application process from start to finish. He travels through the United States to present educational seminars on care planning.

Chad was a financial advisor, managing assets for holistic plans. In addition to his Long-Term Care Professional (LTCP) and Certified in Long-Term Care (CLTC) designations, he has his life and health, and property and casualty insurance licenses. Chad serves on the advisory board for the Corporation for Long-Term Care.

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The Long Term Care Planning Discussion
11/10/2021 at 12:00 PM (MST)   |  60 minutes
11/10/2021 at 12:00 PM (MST)   |  60 minutes Long-term care is a proactive conversation that needs to be had with clients. You will learn how to start an LTC planning conversation with your clients, understand funding options and the consequences of using those funds. There are multiple solutions for funding a plan. Here you will get an overview of those options and see real life case studies.
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available