A Missing Link: The Broadening Extended and LTC Planning Options

A Missing Link: The Broadening Extended and LTC Planning Options

A Missing Link: The Broadening Extended and LTC Planning Options

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A Missing Link: The Broadening Extended and LTC Planning Options - Carroll Golden
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Many consumers, as well as advisors, agents, and investment professionals, have “outdated” information concerning options to avoid the social, familial, and financial risks associated with the need for extended or long-term care.

With a world-wide population “maturing,” with services and personnel projected to be overwhelmed, we need to start conversations, educate ourselves and others, and increase communications about various approaches and options. 

In "A Missing Link: The Broadening Extended and LTC Planning Options" by Carroll Golden, you will:

  1. Learn about the scope of the problem;
  2. Gain insight into how to approach the topic and integrate it into client conversations and planning;
  3. Discover various options and how to find proper information and education about these options;
  4. Learn possible actions that advisors can take to help families plan and protect their plans.

This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

Your presenter is Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI is the Executive Director, Limited and Extended Care Planning Center (LECP Center) for the National Association of Insurance and Financial Advisors.

Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI is the Executive Director, Limited and Extended Care Planning Center (LECP Center) for the National Association of Insurance and Financial Advisors

 

Meet Carroll Golden, CLU, ChFC, LTCP, CASL, FLMI, CLTC, Executive Director, Limited and Extended Care Center (LECP) and Long-term Care Expert

Retirement planning experience

Carroll has held executive positions in brokerage distribution and corporate carriers. She has been interviewed both on radio and television, has written numerous articles, and often presents at virtual meetings and various industry conferences. As a member of the Society of Financial Service Professionals (SFP), Carroll served as Chapter President and taught continuing education (CE) classes. She served as Chairperson for both the Society of Actuaries Fifth LTC Conference and the Tenth Annual Intercompany LTCI Conference. She currently participates on the Board of Directors of the Intercompany Long-Term Care Conference (ILTCI).

Retirement planning thought leadership and expertise

Carroll has an extensive background in business development, solutions selling, risk management and insurance distribution. Carroll is recognized throughout the industry as one of the foremost thought leaders and subject matter experts on extended and long term care. Working with the LECP Founding Sponsors, Carroll and her team at NAIFA have put together the LECP Center to rethink extended and long term care. The LECP Center will leverage technology to increase conversations, explore product and service options, build trusted relationships, and expand distribution year-round while raising consumer awareness.

Invest in Your Retirement Expertise.

1 hr CFP®, CRC®, and other CE Credit Reporting

We are a CE Quality Partner of the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).

We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.

Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.

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