IN-THE-KNOW COLUMN
AGENCY SPONSORED SEMINARS

August 2008
Buy & Hold; Does It Really Work? Should I Stick With It?
By: W. Kirk Taylor, CFP

 

3-Hour Long-Term Care Briefing

Who Should Attend: All Federal Employees

Course Length: 3 hours

What You Will Learn: This class will provide the basic information regarding Long-Term Care. There will be a comparison of private sector LTC policies and the Federal Long Term Care package (LTCFeds). The instructor will address how benefits are paid, how to qualify, what age to purchase. Students will gain an understanding of: home health care, assisted living, underwriting, inflation adjustment, maximum daily benefits, elimination periods, etc.

Topics Covered:
What is LTC?
The Need and Costs of LTC
Three Ways to Pay for LTC
Intro to the Federal LTC Program
When to Purchase
How to Qualify
How Benefits are Paid
Age to Buy
Inflation Adjustment
Non-Forfeiture Benefit
Comparing Policies from Different Companies
Disability Planning, Prenuptial Agreements, Divorce


Contact us for pricing information.

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