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This clip is an excerpt of a one-hour professional development CE program produced by the Int'l Retirement Resource Center. (www.retirement-resource-center.com). You may contact us about hiring Carroll Golden for your next event by completing the "Contact Us Form" on the home page of our website, www.retirement-speakers-bureau.com.

A Missing Link: The Broadening Extended and LTC Planning Options

Many consumers, as well as advisors, agents, and investment professionals, have “outdated” information concerning options to avoid the social, familial, and financial risks associated with the need for extended or long-term care. With a world-wide population “maturing,” with services and personnel projected to be overwhelmed, we need to start conversations, educate ourselves and others, and increase communications about various approaches and options.

In “A Missing Link: The Broadening Extended and LTC Planning Options" by Carroll Golden, you will:
1. Learn about the scope of the problem;
2. Gain insight into how to approach the topic and integrate it into client conversations and planning;
3. Discover various options and how to find proper information and education about these options;
4. Learn possible actions that advisors can take to help families plan and protect their plans.

Carroll S. Golden, CLU, ChFC, LTCP, CASL, FLMI, CLTC is the Executive Director of the National Association of Insurance and Financial Advisors (NAIFA) Limited and Extended Care Planning Center (LECP). Carroll has an extensive background in business development, solutions selling, risk management and insurance distribution. Carroll is recognized throughout the industry as one of the foremost thought leaders and subject matter experts on extended and long term care. Working with the LECP Founding Sponsors, Carroll and her team at NAIFA have put together the LECP Center to rethink extended and long term care. The LECP Center will leverage technology to increase conversations, explore product and service options, build trusted relationships, and expand distribution year-round while raising consumer awareness.

Carroll has held executive positions in brokerage distribution and corporate carriers. She has been interviewed both on radio and television, has written numerous articles, and often presents at virtual meetings and various industry conferences. As a member of the Society of Financial Service Professionals (SFP), Carroll served as Chapter President and taught continuing education (CE) classes. She served as Chairperson for both the Society of Actuaries Fifth LTC Conference and the Tenth Annual Intercompany LTCI Conference.