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When you think about continuing education (CE) courses, you want the presentation to be:

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Insightful

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Thoughtfully developed

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Taught by experienced professionals

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Able to convert to revenue


Highland’s Consolidated Educational Services (CES) delivers just that. Our CE courses are not only engaging and relevant, but provide actionable marketing resources post-course to help take your business to the next level.

All of this at no cost.

Register and see the difference CES provides in helping you convert knowledge to revenue.

Register for 2021 CE courses now. Spaces are limited.

Highland’s Consolidated Educational Services (CES) is an approved provider of continuing insurance education in 49 states, as well as a national provider of continuing education for the CLU®, CFP®, and CPA designations.

 

Upcoming Courses

If you have already attended this session within your current licensing period, you are not eligible to receive CE credit for this course a second time. The following course is not approved for continuing education in Massachusetts, Michigan, Minnesota, and Puerto Rico. Please click on the “Register Now” button to access additional CE approval information provided under “Important Notes” on the registration page.

Long-Term Care Insurance* & Longevity Planning Solutions
November 4, 2021
12:00-1:00 p.m. PT/3:00-4:00 p.m. ET

Tom KestlerNancy Simm, CLTC, LTCP, CSA
Director, LTC & Longevity Planning
Highland Capital Brokerage

Course Description:

Greater longevity has increased the need for long-term care (LTC) services, which can be costly. Therefore, longevity planning is important when helping clients plan for their future.

This course will review the features of LTC insurance, how government programs come into play, and LTC insurance changes due to tax law and funding. We will also examine the benefits unique to hybrid annuity and life plans, and will review which plans are appropriate given various client scenarios.

Upon completion, the insurance professional will be able to explain the structures, types, and costs of different LTC insurance options. Participants will understand the role of government programs and tax legislation in LTC planning, and will gain specific knowledge on the features, types, suitability, and funding of LTC insurance plans, to help clients preserve assets, dignity, and choices when faced with health changes.  Learn more.

The Long-Term Care Insurance* & Longevity Planning Solutions Webinar course is approved for one insurance continuing education (CE) credit through Consolidated Educational Services, Inc., a subsidiary of Highland Capital Brokerage, in all states except Massachusetts, Michigan and Minnesota.

* The state insurance departments of CO, GA, MO, and NV have approved this course titled as "Planning for Longevity Solutions" to indicate this is NOT an LTC CERTIFCATION course. It is approved for CE CREDIT ONLY.

This course is eligible for one CFP® continuing education credit. CFP® and Certified Financial Planner® are marks owned by the Certified Financial Planner Board of Standards, Inc., (CFP Board).

In accordance with the standards of the NASBA National Registry of CPE Sponsors (ID# 107906), this course is eligible for one CPE credit based on a 50-minute hour.

Program Knowledge Level: Basic

Delivery Method: Group Internet Based

Recommended Field of Study: Specialized Knowledge - Technical

Program Description: Greater longevity has increased the need for long-term care services, which can be costly. Therefore, longevity planning is an important element to consider when helping clients plan for their future.

In this course, we will review the features of long-term care insurance, how government programs do or do not come into play, and how long-term care insurance has changed, particularly considering tax law changes and funding. As such, we will also examine the benefits unique to hybrid annuity and life plans, which offer effective means of funding via riders and linked-benefit plans in contrast to traditional stand-alone long-term care insurance, and will review which plans are appropriate given various client scenarios.

Upon completion of this course, the insurance professional will be able to explain the structure of long-term care insurance, the types of care to which it applies, and the costs involved. Participants will understand the role that government programs and tax legislation play in long-term care planning, will gain specific knowledge on the features of partnership, linked benefit, and hybrid insurance plans, and be able to explain the suitability of each when making recommendations to clients. Finally, participants will be able to explain the various means to fund long-term care plans.

In summary, all the above will provide the insurance professional greater understanding on how to assist their clients in the preservation of their assets, dignity, and choices where possible when faced with health changes.

Advance Preparation: None

Course Prerequisites: None

Cancellations are allowed up to and including the day of the course. There is no fee to attend this webinar.

 

 

Consolidated Educational Services, 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.

*CPAs in New York and Kansas are NOT eligible for CPE credit due to delivery method restrictions by the state boards of accountancy in those states.

For questions, please contact Jennifer Festa at jfesta@highland.com.

Register Now

*The state insurance departments of CO, GA, MO and NV have approved this course titled as "Planning for Longevity Solutions" to indicate this is NOT an LTC CERTIFCATION course. It is approved for CE CREDIT ONLY.

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We listen. We educate. We support. And together, we can do more.


For information on continuing education, please contact CES Vice President and Registrar, Jennifer Festa, at jfesta@highland.com.

Consolidated Educational Services, Inc. is a wholly owned subsidiary of Highland Capital Brokerage, Inc.

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Consolidated Educational Services, Inc.
20 Commerce Dr., Suite 125, Cranford, NJ 07016