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NAIFA Members Serve Main Street

The National Association of Insurance and Financial Advisors (NAIFA) and the Certification for Long Term Care (CLTC) announce a new series of preparatory classes for NAIFA members. The new virtual series and exam will allow more NAIFA members to earn their CLTC designation. The class series is the latest byproduct of the strong partnership between NAIFA and CLTC.

“We know that clients are reaching out to their agents and advisors now more than ever because of COVID-19,” stated Amber Pate, Executive Director of CLTC. “Financial advisors want to be prepared to put the right comprehensive plan in place for their clients and the CLTC designation allows them to know the options and have the confidence to hold the conversations.”

CLTC is one of the founding sponsors of NAIFA’s Limited & Extended Care Planning Center that launched in March 2019 at the ILTCI Conference and serves to be an online resource for financial advisors that need experts with whom to partner on cases. The Center also has amassed content that covers the continuum of caregiving and funding options for all aspects of long-term care.

“The vision of the Limited & Extended Care Planning Center was to ensure that it truly covered all aspects and was not relegated to just long-term care,” explained Carroll Golden, Executive Director of the LECP. “We wanted CLTC as a founding partner to make it clear that specialized study is needed in order to provide comprehensive planning and to raise awareness as to how much has changed within long term care. The new virtual class series and exam for NAIFA members is another effort to try to increase the number of financial advisors that have this specialized knowledge.”

The first CLTC class will start July 10th and run on consecutive Fridays. NAIFA members receive a discount for the class. NAIFA members should find the discount code within the Member Portal or contact Member Services for the code. Classes will run each month throughout the summer.



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