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Financial Planning Month-October

October is Financial Planning Month

3 min read

Success Is a Collaboration of Problems Solved at NAIFA's LECP Impact Week

By NAIFA on 10/25/21 3:30 PM

NAIFA’s Limited and Extended Care Planning Center is hosting the second annual NAIFA LECP Impact Week, November 1 - 5. 

 The virtual event, with the theme Success Is a Collaboration of Problems Solved, has been revamped for 2021. Each of the five days of Impact Week programming will drill down on a specific topic and feature multiple presenters in a packed one-hour presentation, 12 - 1 pm eastern.

Topics: Long Term Care Limited Care Press Release Limited & Extended Care Planning Center
1 min read

E4 Insurance Presents a Special BREW Featuring Shane Van Patten

By NAIFA on 10/11/21 1:30 PM

E4 Insurance Services invites you to join our Building Relationships Every Week (BREW) Wednesday, Nov. 3, 2021, from 12:00-12:30 PM CST. November is Long-Term Care Awareness Month, and we want to help you start your month with all the tools you need!

Shane Van Patten, CLTC, E4 Insurance Services Regional Vice President has been helping Financial Professionals proactively integrate insurance into their practices for the past 16+ years.

Topics: Long Term Care Financial Planning Potential Partners for Advisors
3 min read

The Importance of Long-Term Care Planning From an ER Doctor’s Perspective

By NAIFA on 9/3/21 11:00 AM

As an emergency medicine physician for 20 years, including the past 12 years working in a large, level 1 trauma center, Dr. Monica Williams has seen innumerable patients and families facing long-term care challenges. As the Medical Director for Advance Care Planning and End of Life Education for the third-largest community-owned hospital system in the United States, she has spent a portion of her career talking to doctors about how they can have effective advanced medical planning and end-of-life conversations with patients and families.

Topics: Long Term Care Financial Planning Planning in Advance webinar Potential Partners for Advisors

Carroll Golden, Talks Washington Care Act on Podcast

By Jaquetta Gooden on 8/24/21 3:50 PM

NAIFA’s LECP Executive Director Carroll Golden joins Angie Hughes on the  Producers XL broadcast: The Long-Term, Angie's Advice for Agents on August 31st, at 11 am eastern to discuss the Washington Care Act.

Topics: Long Term Care Professional Development podcast Limited & Extended Care Planning Center
1 min read

E4 Insurance Presents a special BREW featuring Elder Law Attorney Susan Johnson - Drenth

By NAIFA on 8/2/21 9:30 AM

HOW LONG CAN MY CLIENT PAY $10,000/MONTH FOR HIS WIFE’S NURSING HOME CARE?

Topics: Long Term Care Eldercare Medicaid
1 min read

Consumer Resources for LTC Insurance: Agents and the NAIC Buyer’s Guide

By NAIFA on 2/8/21 9:46 AM

Most states require financial professionals to provide consumers with a copy of the National Association of Insurance Commissioners publication “A Shopper’s Guide to Long-Term Care Insurance” before completing an LTC insurance sale.

Topics: Long Term Care Limited & Extended Care Planning Center Financial Security
1 min read

Transamerica LTC Update & Review

By NAIFA on 11/10/20 3:54 PM

Matt Hamann, National Sales Director, VP Institutional, Worksite Multi-Life & Brokerage at Transamerica

Topics: Long Term Care Limited & Extended Care Planning Center
1 min read

Jon Voegele Offers LTC Insights in Forbes Article

By NAIFA on 7/22/20 1:55 PM

Hybrid life insurance policies with long-term-care benefits can be an important part of a limited and extended care plan for many consumers, Jon Voegele, MBA, ChFC, CLU, chair of Life Happens and a long-time NAIFA member told journalist Cameron Huddleston for an article in Forbes magazine.

Topics: Long Term Care Life Insurance Life Insurance w LTC Rider Limited & Extended Care Planning Center
1 min read

Special CLTC Summer Series Now Available for NAIFA Members

By Suzanne Carawan on 6/29/20 1:39 PM

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.

Topics: Long Term Care CLTC

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