Join FPA partners and insurance experts Michael Smith, president of CPS Horizon Financial, and Matthew Anderson, president of Broadtower Insurance Solutions, Inc. as they discuss updates on the long term care insurance market, taking a deeper dive into the different solutions planners can provide to clients including hybrids, cost and plan design. Also covered are tips on starting this tough conversation and an analysis of LTCI for business owners.


Level of Complexity: Intermediate

Course Information
Course Date:
August 24, 2017
Course Objectives
  • Identify the value of LTC insurance by demonstrating successes and de-bunking myths
  • Compare appropriate LTC plans that meet client needs
  • Develop a LTC plan for clients using the most updated market research on products/policy such as hybrids
Long Term Care Insurance and The Hybrids
Speaker Information
Matthew Anderson  [ view bio ]
Michael Smith  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
This course is no longer available for purchase.