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The Planning for Long-Term Care Virtual Roundtable is a virtual meeting focused on trends in the distribution of stand-alone LTCI and asset-based LTCI/Critical illness products through securities-based advisors.  We take a deeper dive into unmet needs of clients and discuss the challenges, successes and lessons learned in delivering these critical protection products. TThis virtual meeting takes place over a two hour session.

Attendees include executives from bank, credit union, wirehouse, national, regional and independent broker-dealer firms, specialty BGAs, insurance companies, and other industry experts.

Planning for LTC Virtual Roundtable

  • Projected Date of Event

    November 21,  2024

  • Pricing Details

    $5,250 - Includes the attendance of two representatives from each sponsoring firm.

  • Waitlist Option

    If a meeting is SOLD OUT, please select the WAITLIST option under Pricing Options and you will be notified of an opening.  There is no charge to be added to the waitlist.