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Mountain Cliff Hiker

When do claims spike? 
The myths and facts about long term care

Excellence begets Excellence

In an ever-evolving financial environment, understanding the nuances of LTC insurance is paramount to providing invaluable advice and solutions to your clients. This course is structured to equip you with the knowledge and insights necessary to navigate the complex world of LTC insurance, enabling you to offer a higher level of service to your clientele.

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Key Highlights:

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UT State Insurance Continuing Education Credits                   2 hrs                           $7.00

CPA/CPE Continuing Education Credits                                     2 hrs                           $7.00

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  • Uncover the Truth: Dive deep into the complex world of Long Term Care insurance and unravel the myths and realities associated with it, providing your clients with a clear and honest perspective.

  • Optimizing Client Savings: Learn strategies and techniques to save your clients significant amounts of money they may need for Long Term Care, enhancing their financial security and peace of mind.

  • Asset-Based LTC Philosophy: Gain a profound understanding of asset-based LTC insurance and the philosophy behind it, a crucial tool in safeguarding your clients' assets and future well-being.

  • State-Specific Expertise: Delve into the unique Long Term Care insurance landscape in the State of Utah, understanding the specific regulations, options, and considerations applicable to this region.

  • National Insights: Beyond Utah, broaden your horizons to the national perspective on LTC insurance, allowing you to cater to a diverse clientele with a comprehensive knowledge of this critical aspect of financial planning.

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Join us in this educational journey and emerge as a more informed and empowered financial professional, prepared to make a significant positive impact on the financial well-being of your clients.

Next Scheduled Class

December 7th | 8:30 am

Hidden Valley Country Club

11820 Highland Drive

Sandy, UT 84092

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Meet the Instructors

Maxwell Coulliette

CPA, CLU, ChFC, CRPS

Jen Wagoner

Regional Sale Director,
One America

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