Life Insurance Settlements: Benefiting Your Client…and You!

500,000 seniors a year will stop making the premium payments on their life insurance policies, and walk away with little or nothing. Millions more annually will surrender their policies. Why? Because they no longer want the policy, no longer need the policy or can no longer afford the policy, and they do not know there…

Read More

Ethics of Working with Older Adults

As professionals in the field working with the aging population, it is important to recognize the ethical issues that could arise. There is a variety of areas that ethical issues can emerge including complex family dynamics, end of life wishes, preserving dignity and respect, promoting independence, and keeping the individual safe. There are various factors…

Read More

Estate Planning 101

Grow your understanding of Estate Planning Join us for a presentation by attorney Ilya Lyubimskiy (JD, CPA, CFE) which will focus on estate planning best practices. During the presentation, Ilya will explain common misconceptions and what should be avoided when creating an estate plan. He will also cover why it’s usually not a good idea…

Read More

Using Home Equity for a Better Retirement

Join Harlan Accola, National Reverse Mortgage Director at Fairway Independent Mortgage Corporation, as he discusses using home equity to create a better retirement. In this presentation, Harlan will highlight and answer key questions on the following topics: Sequence of Returns RiskCan your clients use a reverse mortgage in estate planning to increase the legacy to…

Read More

Ending Ageism Together

Ageism is in our minds and our institutions – and it impacts our health, our ability to work, our economy, and how we interact with our own clients, co-workers, and family members. Join Janine as she talks about the impact of ageism, the progress being made across the country to reduce it, and how to…

Read More

Demystifying Hospice and Palliative Care

Palliative care is a philosophy and model of care that can potentially transform our experience of health care today. However, due to a lack of awareness combined with a lack of information, most people fail to reap the benefits of this type of care. So, let’s review the fundamental tenets of palliative and hospice care…

Read More

Aging in Place: Current Trends and Practices

Information on the latest trends and practices in aging in place and home modifications. Presented by Robert Gurinowitsch Robert Gurinowitsch works with corporations to educate on safety and modifications in the work or home environment, sharing the knowledge of invaluable services for the Aging in Place and the Disabled Workers markets. He provides patient-specific education…

Read More

Alternative Asset Based Funding for Long-Term Care

Over the last 15 years, the use of LTC-Life Settlements to pay for senior living has grown into a mainstream option accepted by every care provider in the United States. There are 250 million life insurance policies in-force today and over $200 billion owned by seniors could potentially qualify to pay for care every year.…

Read More

Longevity: Aging Crisis or Golden Opportunity?

Elder rights advocate Kelly O’Connor, CSA shares with us the essence of what it means to live a long life in today’s America. Kelly recaps the six principles shared in her recent TEDx Talk and proposes ways CSAs can better connect with their audiences. Presented by Kelly O’Connor, CSA Kelly O’Connor is an elder care…

Read More

Your Gift to the Community – Kindness

This session will explore the how kindness contributes to your own well-being and self-worth, as well as that of the individuals who are recipients of your acts. Small acts of kindness can make a difference. Learn of ways that you can have a role in spreading kindness in our community. The time to start is…

Read More

Accelerating Trusted Relationships

Are your relationships measured by the quantity or quality of those with whom you interact? In an ever increasingly virtual world, one in which technology is driving many of our interactions, how are we maintaining authenticity? What determines who you will work with? What drives the decision as to whether or not someone will take…

Read More

Medication Management

Many aging adults find themselves taking medications for various chronic conditions and other health issues. Research indicates that as the number of prescription medications a person (ages 70 or older) takes increases, so do challenges with medication management and potential health risks. Certain medications such as opioids, can easily become harmful if not taken as…

Read More

The LTC Planning Imperative

This webinar will provide information on long term care insurance. Instructor Bill Comfort, CSA®, CLTC®, LTCC® will provide an expert presentation on behalf of CLTC for how to use long term care insurance to protect clients from the costs associated with long term care. This presentation will examine the following issues: Why planning for care…

Read More

Situational Social Security

Every client is in a unique situation when considering their Social Security benefit. This webinar will discuss the questions and issues that relate to every unique client – single, married, divorced, surviving spouse, public employees, restricted application eligibility, and children. Presented by Jim Blair and Marc Kiner Jim Blair is currently part owner and Social…

Read More

The Importance of Pre-Arranged Funerals

Certified Senior Advisor and Funeral Director, Elisa Ingoldby will review with us the in’s and out’s of how to prearrange a funeral and the importance of undertaking such a task. Participants will get access to a Vital Statistics Worksheet and learn how to approach a funeral home to deal with making those long term plans…

Read More