There is no doubt that your clients are aging. And that’s the good news. The not-so-good news is that they don’t like to talk about it! But it is your responsibility for current and prospective clients to offer guidance. Whether it is a parent, sibling, or friend, you need to help. They need to be deliberate about planning so they don’t suffer unintended and sometimes unmanageable consequences. A step-by-step program and collaboration is key. We are honored and privileged to have secured the author of this course and Industry Expert help you navigate the process.
Tuesday, Nov 9, 2021 from 2pm-3pm
A “Deliberate” Plan
Course #223491, 1hr Long Term Care (L/H)
Instructor: Carroll Golden, CLU, ChFC, CLTC, CASL,LECP, FLMI
Executive Director, LECP Center ~ NAIFA National
About Carroll ... Carroll S. Golden, CLU, ChFC, LTCP, CASL, FLMI, CLTC, is the executive director of the NAIFA Limited and Extended Care Planning Center (LECP). Golden has an extensive background in business development, solutions selling, risk management and insurance distribution. She 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.
Golden has held executive positions with both 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), she 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 Long Term Care Insurance (ILTCI) Conference. She currently participates on the board of directors of the ILTCI. Golden is listed on the International Retirement Resource Center’s Speakers Bureau and recently published a book dealing with tomorrow’s multi-generational advisor/agent. The book (published Oct. 5, 2021) is titled, “How Not To Tear Your Family Apart" - 3 Simple Steps to Kickstart Conversations to Help Your Family and Aging Parents Plan a Financially Stable Future.
COST: No Charge for NAIFA-VA Members
Non-member Rate: $20/hr
See registration form below...