Date(s) - 09/07/2018
9:00 am - 4:30 pm
This course will prepare and certify agents to sell Long Term Care Insurance in California. This course is also the pre-requisite course for the California Partnership for Long-Term Care Class. This course is eligible for 8-hours of CE and 8-hours of CFP credit.
This course is specifically designed, in compliance with California SB1943, SB1052, SB527, AB1483, SB1537, SB870, SB475, SB898, SB2111, SB1178, SB966, SB587, SB662, SB455, SB1613, SB483, AB999 and SB200 for insurance agents, financial planning professionals, attorneys, CPAs and other professionals to provide an in-depth analysis of information and issues surrounding long-term care.
What does it mean?
The problems, alternatives, solutions, CA state regulations and available state, federal and private sector resources. This course will provide the student with a solid, in depth, understanding of Long-Term Care and Long-Term Care insurance in the State of California.
Thomas W. Orr is a Long-Term Care Insurance industry expert with more than 25 years of insurance experience. Since 1987, Tom has specialized in training insurance agents to market LTC insurance, as well as consulting with insurance companies and agencies nationally to develop LTC insurance products, agent recruiting programs and agent training programs.
Tom began his LTC insurance career in 1987 as a Regional Sales Manager with AMEX Life Assurance Company (now GE Capital Assurance). In this role he was responsible for recruiting agents, training agents and managing sales results. During his tenure, his agents produced more than $50 million in annualized LTC insurance premium and his region generated the highest sales revenue in the company for twenty consecutive quarters from 1988 through 1992.
In 1990, Tom assisted in the creation of Tools for Thought, the LTC insurance industry’s first training manual that still serves as the foundation resource for all LTC insurance training provided today. He personally taught more than 10,000 agents the fundamentals of LTC and LTC insurance. Tom was the company’s most sought after speaker on LTC insurance. He was the featured speaker at the company’s agent convention in Hawaii and also represented the organization in nationally televised broadcasts to financial planners in the Edward Jones organization.
Tom formed his own LTC Insurance training company, Senior Insurance Training Services in 1993. Recognized as the premier provider of continuing education training in the state of California, Tom has personally conducted more than 1,000 training seminars for more than 20,000 agents. His reputation led to his selection as one of the exclusive providers of training for the California Partnership for LTC. Tom’s clients include:
In 1997, he was asked by the California Department of Insurance legislative unit to assist them in interpreting the three pieces of LTC Insurance legislation proposed by the state legislature (SB 1052, SB 527 and AB 1483). Tom was then asked to develop the new 8 hour LTC / CTQ CE course outline on behalf of the DOI and to provide the final draft for the current 8 hour CTQ / LTC curriculum. He continues to advise the DOI on issues relating to Long-Term Care Insurance and its impact on the current cirriculum.Tom was also selected as the expert speaker for members of the California Public Employees Retirement System (CalPers) and California State Teachers Retirement System (CalStrs) during the launch of the state’s self-funded LTC insurance program. Tom conducted hundreds of consumer seminars, encouraging more than 150,000 members of these organizations to enroll in the nation’s largest group LTC insurance program.
In 1998, Tom removed himself from the day-to-day operations of his company to develop a LTC insurance training program focused on improving LTC insurance agent selling skills. Tom assisted in the development and delivery of sales training programs of the Larson LTC Group, a Seattle, Washington-based agency specializing in marketing LTC insurance through captive agents.
Tom has now combined his 19 years of LTC insurance training experience with the principles and techniques that enable career agents to successfully sell LTC Insurance. His new programs for independent agents and captive agents of insurance companies are guaranteed to produce LTC Insurance Sales results in a manner which does not jeopardize existing client relationships. Tom is one of a select few individuals with more than a decade of LTC insurance industry experience. His industry knowledge and ability to convey that knowledge to both insurance agents and consumers is unparalleled.
Tom created The LTC Experts to provide Insurance Agents and Financial Planners with the education, enlightenment and empowerment that will enable them to help more Senior Americans transfer their risks through LTC Insurance while securing the best long-term care services available.