Basic Partnership Refresher

Course Length: 2 Hours

Cost: $20 CEU: 2

Course Description

This course is designed to be an introduction to the New York State Partnership Program. It will provide Agents/ Brokers and Certified Financial Planners with a basic understanding of the program. This course is designed for small meeting and groups looking to gather basic information on the Partnership program. The intended audiences include; new Agents/ Brokers and Certified Financial Planners who are not Partnership Certified and; Agents/ Brokers and Certified Financial Planners who have been certified by the Partnership, looking a brief review and update of the program.

Course Overview

This course will begin by reviewing the benefits and advantages of the Partnership program, including how Medicaid Extended Coverage works. The class will then discuss recent Federal and State legislation affecting Long-Term Care Insurance. It will also highlight the target audiences for the products. The goal of this course is to promote the enthusiasm of agents for the Partnership policies.

Please Note: While anyone can take this course, only Agents/Brokers and Certified Financial Planners who have previously completed the Partnership Cerification requirements are eligible to earn two (2.0) continuing education credits for this course.

 

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Refresher Training Schedule

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