LONG-TERM CARE MEDI-CAL PLANNING BASICS
WEDNESDAY, MARCH 30, 10AM-12PM PST
TWO-HOUR ONLINE INSURANCE CE 
Many seniors need long-term care and do not have long-term care insurance. They are forced to spend down assets, including some annuities and life insurance on the cost of care before the state helps through the Medi-Cal program. Many insurance agents will have clients who face this situation and will need to understand the basics of the long-term care Medi-Cal system and planning techniques to help guide their clients.
Course Content:
* General Medi-Cal v. LTC Medi-Cal
* LTC Medi-Cal Eligibility Rules
* The Creation of the Medi-Cal Spenddown
* Source of Medi-Cal Rules
* Definition of Medi-Cal Resources
* Countable v. Non-Countable Assets
* Asset Restructuring to Achieve Eligibility
* Medi-Cal Income Limits
* Defeating Medi-Cal Income Limits
* Medi-Cal Planning Methodology
* Client Intake and Data Collection
* Medi-CalPlanning Timeline


Prerequisites: None

 
Course Registration Fee
Access to the online CE is $35
 
The Presenter - Michael Anthony, JD, CMP™
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Michael Anthony, JD, CMP™, is one of the nation’s leading long-term care benefit eligibility experts. He is a former delegate to the White House Conference on Aging. He has authored the largest book in print on the subject of Medicaid/Medi-Cal Planning, the Medicaid Planning Guidebook.He regularly teaches CLE courses and lectures on the subject nationally.