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Long Term Care Planning Course - Part 1 of 8
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Long Term Care Planning Course - Part 1 of 8

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This is the powerpoint version of my online long term care planning course. for a free report on long term care planning and to register for the full version of the course with audio and video and …

This is the powerpoint version of my online long term care planning course. for a free report on long term care planning and to register for the full version of the course with audio and video and free downloads, go to www.MDLongTermCareInsurance.com

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Transcript

  • 1. Long Term Care Planning Course Lesson #1 Complete Money Management, Inc. Colin Meeks, Certified Financial Planner ®
  • 2. Does Your Financial Plan Include Protection Against Long Term Nursing Care Expenses?
    • Welcome To Class
    • Professor Colin Meeks
    • 8 Part Course
    • All Aspects Of Long Term Nursing Care Planning
    • Not Just Long Term Care Insurance
  • 3. Course Layout
    • Watch this video (5-10 minutes)
    • “ Extra Credit” downloadable resources on the left of your screen
    • Ask Colin A Question
    • Schedule a Long Term Care Planning Discovery Meeting
  • 4. Course Layout
    • Course Intro Video - Click on the TV on the lower right of your screen (2-3 minutes)
    • Take the Quiz - 5 questions on long term care planning
    • When you take the quiz and submit your answers, I’ll immediately email your grade to you and some “take home notes” on the lesson you just completed
  • 5. Here’s What You’ll Get Over The Next 7 Weeks
    • Lesson 2 - How to decide if you should plan for long term nursing care expenses
    • Lesson 3 - Long Term Care Insurance for “dummies”
    • Lesson 4 - Maryland’s Partnership Plan For Long Term Care Insurance
  • 6. Continued…..
    • Lesson 5 - Medicaid Explained
    • Lesson 6 - Taxes and Long Term Care Planning
    • Lesson 7 - Long Term Care Insurance Claims Process
    • Lesson 8 - Summary, review, “what should I do next, Colin”
  • 7. Summary
    • Watch video
    • Download resources
    • Take quiz
    • Ask questions
    • Schedule a Discovery Meeting
  • 8. Class Dismissed
    • See you next week

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