October Monthly Member Meeting

Speaker: La Rae Miller

Course Description:  In this session, Krause Agency’s La Rae Mills will explore how to help your clients prepare for an extended care event through proactive discussions about long-term care insurance. This session will cover the current landscape of long-term care, why taking a proactive approach to planning is critical in protecting your client’s retirement plan, and which insurance solutions may benefit your clients, including traditional long-term care insurance, hybrid plans, and group benefit LTC options. La Rae will also cover important topics like tax incentives that may impact your clients, legislative updates related to LTC, and more. At the end of this session, participants will be ready to navigate the extended care planning conversation with confidence.

Learning Objectives:  Participants will understand the current landscape of long-term care and the importance of discussing proactive planning with their clients.

1. Participants will be able to identify the types of…