Employer Advantages: Long Term Care Insurance

Date: Monday, February 26, 2018
Time: 11:00 AM ET / 10:00 AM CT / 09:00 AM MT / 08:00 AM PT [Prevailing Time]
Presenter(s): Kim Natovitz, CLU®, CLTC, TriBridge Partners
Objective(s):
•Understanding long term care insurance contracts
•How disability and long term care benefits coordinate
•How to obtain premium discounts for employees and family members to make premiums affordable
•When health underwriting concessions may be available and how to structure a plan to maximize this option
•Why long term care insurance is becoming one of the most popular employee recruitment and retention tools
•How long term care insurance can be used as a fringe benefit and provided to high performing employees
•Understanding the tax incentives available to employers and employees who purchase long term care insurance.
•Best practices for education and enrollment of this unique benefit
Field of Study: Personal Development
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
Watch Recording

Course Description

Employer Advantages - Long Term Care Insurance: how failing health can impact drain your employees retirement assets & financial security during their working years and retirement

While public awareness about the need to plan for long term care needs is growing, studies reveal that few are prepared and no one is immune. As medical research continues to extend life expectancy, the probability of needing long term care services will continue to increase. Employers who promote education about planning for long term care and offer an employer sponsored product can be the catalyst needed for employees to address this frequent gap in their planning. In this workshop, you will understand advantages for employer sponsored long term are insurance plans and best practices for successful enrollment.

Presenter and Moderator Bios
Kim Natovitz is a member of the Individual Solutions team at TriBridge Partners. She has over twenty five years’ experience in the insurance industry, with a background in individual planning.

Kim was the founder and president of former entity, The Natovitz Group, which she started in 1992. Known for her leadership, poise, and excellence at translating complexities into readily accessible explanations for her clients, Kim has the expertise and foundation to bring to the clients of TriBridge Partners. She excels at supplying them with an incredibly caring and supportive team and going out of her way to remove administrative burdens and obstacles.

Kim serves both the Financial Services Professional community as well as individual clients, and is constantly increasing her knowledge and education to better serve them.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.