Join us for lunch and a one hour CE course

Maxwell Schmitz, MSFS

November 17, 2016, Thursday

Registration at 11:30 am

Mama Mia's Restuarant, 200 E Hamilton Ave in Campbell

SB 281 & the New Conversation around LTC Planning

OVERVIEW

Governor Brown signed SB 281 into law in 2013. This law mandates that anyone who sells LTC solutions must know the differences between traditional tax-qualified long-term care insurance, life insurance with long-term care riders, and accelerated death benefits. This enlightening one-hour CE course will keep you compliant with CA law and help your clients find the best solutions available in today's marketplace.

OBJECTIVES

• Address the need for LTC
• Bust some myths around LTC
• Introduce SB 281
• Describe today's LTC marketplace
• Discuss the differences between benefit structures, eligibility criteria, tax consequences, advantages and disadvantages of each solution in today's marketplace.

Also speaking will be Agent Denise Michaud, with 24 years of experience selling LTC.  She will share her story how Long Term Care Insurance made a difference when her family needed it most.