Long-Term Care Options
Total Credits: 1 including 1 Specialized Knowledge - Technical
- Average Rating:
- 4
- Categories:
- Partner Produced
- Speaker:
- David J. Bidwell
- Course Levels:
- Overview
- Duration:
- 1 Hour
- License:
Description
The Nationwide Retirement Institute reports that as of a 2016 survey, most people 50 and older were unaware of what their healthcare costs would be or underestimated them. It is becoming increasingly evident that it is never too soon to start planning. With a focus on insurance planning, we’ll cover why your clients need to start thinking about it earlier, beyond Social Security and Medicare/Medicaid and how to get started down such a path.
Basic Course Information
Learning Objectives- Participates will be able to discern clients eligible for long term care options.
Major Subjects
- The financial challenge
- Some planning options
- Planning Flexibility
- Prospective clients
Course Materials
| Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
| Long-Term Care Options_Handout_David Bidwell_5.14.2018 slides (2.22 MB) | 14 Pages | Available after Purchase |
Speaker
David J. Bidwell Related Seminars and Products
Regional Marketing Director
Lincoln Financial Group
David J. Bidwell has been in the Long Term Care Industry for more than 25 years. During that time he has held various positions from Agent to Agency Owner to Vice-President of Sales and Marketing. He has trained thousands of agents from coast to coast and is often a speaker at National Industry functions.
David brings a very unique look at both the Industry and trends in Long Term Care. You will be thoroughly entertained and educated when you attend one of his sessions.
David is currently working with Lincoln Financial Group as a Regional Marketing Director for MoneyGuard and developing the states of IA, IL, IN, MI and WI.
Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For CPAs, agents and advisors who want to learn more about marketing long term care to their clients
Original Recording Date 05/14/2018
Yellow Book No
Course Developer MICPA
Date Added to Catalog 04/10/2018
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Reviews
| 5 |
|
| 4 |
|
| 3 |
|
| 2 |
|
| 1 |
|