Learning Center

What You Need to Know to Advise Your Clients About Long-Term Care

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Includes a Live Event on 11/15/2021 at 12:00 PM (MST)

- NEWS FLASH – This may be coming to your state!                                                                              

Washington has a new payroll tax. Employees can opt out by purchasing a LTC policy by October 1. Both carriers and residents are unhappy. Eleven states are considering it, with possibly more to follow. Learn about the impact of COVID-19 and the recent Medicare changes on this care. (A must-know for your clients on Medicare.) Important industry trends - buyer demographics, underwriting update and a close look at hybrid products versus the traditional policy. 

  • Understand the impact if and when the new Washington state payroll  tax is adopted by your state. (Employees can opt out by purchasing a LTC policy by October 1.) More and more states are considering it to fund their Medicaid budgets
  • Advise clients about how COVID-19 and the recent Medicare changes will impact them
  • Identify when a client should consider long term care protection as part of financial planning

Marjorie Barrie, LTCP

Long Term Care Insurance Planning Specialist

ACSIA Partners

A nationally recognized Long Term Care expert, Margie has worked as an agent specializing in this planning since 1990. She has been named as one of the industry's top ten power people by Senior Market Advisor Magazine and is co-founder of the Executive Study Group, composed of the top 20 women leaders in this industry. 

Before joining ACSIA Partners in 2016, she served as Executive Director of the national LTCP Designation program for AHIP. Since 2000, she has been writing her popular column ""LTCI Insider"", which now appears in LifeHealthPro. She is the author of two books.

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What You Need to Know to Advise Your Clients About Long Term Care
11/15/2021 at 12:00 PM (MST)   |  60 minutes
11/15/2021 at 12:00 PM (MST)   |  60 minutes - NEWS FLASH – This may be coming to your state! Washington has a new payroll tax. Employees can opt out by purchasing a LTC policy by October 1. Both carriers and residents are unhappy. Eleven states are considering it, with possibly more to follow. Learn about the impact of COVID-19 and the recent Medicare changes on this care. (A must-know for your clients on Medicare.) Important industry trends - buyer demographics, underwriting update and a close look at hybrid products versus the traditional policy.
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available