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Understanding Long-Term Care Insurance: Navigating Licensing and Ethics

March 4, 2025
12 PM CST
1.0 Credit
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About This Webinar:

Tune in for a special ethics CLE* session featuring Jim Wolverton, J.D.!

When clients discuss long-term care planning as part of their estate plans, attorneys often rely on insurance professionals to provide relevant information. However, insurance professionals may not always fully understand the client’s broader planning goals, which can result in recommending products that fail to achieve the desired outcome.

To address this, attorneys may choose to provide insurance-related information directly to clients. However, doing so requires proper licensing and adherence to strict ethical standards.

Join us as we explore:

  • Licensing requirements attorneys need to understand
  • How to offer long-term care insurance products to clients
  • Unique ethical considerations involved in this process

Don’t miss this exclusive learning opportunity! Register today.

*1.0 Ethics hour pending

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About the Presenter:
Jim Wolverton, J.D.

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.

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