Helping Clients Navigate the Modern Long-Term Care Insurance Policy
ABOUT THIS WEBINAR
Long-term care insurance policies can be complex, even for experienced insurance attorneys. As these policies play an increasingly important role in clients’ estate plans, their attorneys are often called upon to interpret policy terms and guide clients through their options.
Check out this session featuring Jim Wolverton, J.D., and Mary Sizemore, CLTC, LTCCP! They will:
- Examine the most common provisions found in long-term care insurance contracts
- Highlight key terminology you need to know
- Provide strategies for advising clients on the implications
This program will also cover best practices for helping clients and their families prepare and submit successful benefit claims. Watch now!
*1.0 hour standard CLE credit pending
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MEET THE PRESENTERS
Jim Wolverton, J.D.
Director of Legal Education
Jim is responsible for creating, curating, and promoting high-quality content related to the estate planning and elder law industry. Prior to joining Krause, Jim ran his own law firm and was the Director of Education at ElderCounsel, providing him with vital experience educating attorneys and helping them easily implement elder law tools into their practice. Jim is based in Denver and is a member of NAELA as well as the Colorado, Utah, and Florida Bar Associations.
Mary Sizemore, CLTC, LTCCP
Long-Term Care Insurance Specialist
With over 25 years of experience, Mary shares her industry knowledge by helping attorneys, agents, and their clients navigate various insurance products. She prepares tailored product illustrations, recommends appropriate LTCI solutions, and offers strategic guidance based on each client’s health and financial profile. Driven by honesty and integrity, Mary is passionate about providing excellent service. Originally from Long Island, NY, she and her family reside in Cape Coral, FL.