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PFP2202. Managing Long Term Care Risk with Hybrid Long-Term Insurance Contracts

To submit a question or participate in polling, click the link above. A Long-term care insurance contract is an important risk management tool in the personal financial planning process. The contract provides benefits in the event of a future need for a nursing home, assisted living facility, or home health care. Hybrid long-term care insurance, which is also known as asset-based long-term care insurance, consists of a life insurance or annuity contract, with long-term care benefits as part of the contract.

Learning Objectives:

  • Evaluate the benefits of a hybrid long-term care insurance contract
  • Recognize a long-term care event as part of a personal financial plan
  • Assess the applicability of long-term care insurance as a personal financial planning recommendation
Date/Time
CPE Credits
1.0
NASBA Field of Study
Finance
Level
Intermediate
Prerequisites
3-5 years in the profession
Advanced Preparation
None
Session Tags
PFP
Investments and Wealth Institute CE