To be a truly comprehensive estate planner one must have a good working knowledge of the insurance industry and its related products, including long-term care insurance. Long-term care insurance, while not appropriate for every client or every situation, can be a very valuable resource under the right circumstances. Join us as we discuss the different client scenarios that may trigger considering this type of insurance product, as well as provide an overview of the various types of long-term care insurance policies currently available in the marketplace, how they work, and how to responsibly help clients with an assessment of whether meeting with an insurance professional to review long-term care insurance options may be advisable.
Course Content
9:30 - 9:40 am: Current Long-Term Care Costs in MassachusettsPaul B. Collard, New York Life Insurance Company New York
Laurel M. Millette, Esq., Transitions Law LLC Concord
Edward S. 'Ted' Ritchie, True North Financial Partners LLC Waltham: 9:40 - 9:50 am: Identifying Estate Planning Clients Who May Benefit from Long-Term Care Insurance
Panel
9:50 - 10:00 am: Long-Term Care Insurance v. MassHealth/Medicaid Planning - What’s Covered and Not Covered by Government Programs
Panel
10:00 - 10:10 am: Why It Is Important to Have a Long-Term Care Strategy
Panel
10:10 - 10:20 am: Key Questions to Consider Before Creating a Strategy
Panel
