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Welcome to The Amber Stitt Show! In this episode, we have a special guest, Kelly Augspurger, a certified senior advisor and long-term care insurance specialist.
Kelly is also the host of the Steadfast Care Planning podcast and an instructor for the Certified in Long Term Care (CLTC) certification. Today, we will focus on the importance of extended care planning and the challenges faced by older adults. Join us as we delve into the world of long-term care and discover how you can protect your future.
Understanding the Need for Extended Care Planning: With increasing life expectancy, the need for extended care planning has become more crucial than ever before. In this episode, Amber and Kelly discuss the impact of longevity on a family's lifestyle and finances. From nursing homes to in-home care, there are various options available, but without proper planning, these choices can be overwhelming and financially burdensome. This is where the CLTC designation comes into play.
What is the CLTC Certification?
The CLTC certification is a premier program that equips financial advisors with the tools and knowledge to effectively plan for long-term care. It places a strong emphasis on extended care planning and prepares advisors to have meaningful conversations with their clients. As Kelly explains, it all starts with the Foundations class, a four-hour course that provides foundational knowledge about long-term care planning. This education empowers financial planners to confidently engage in discussions with their clients and offer appropriate solutions.
The Benefits of Working with an Independent Specialist: Kelly stresses the importance of working with an independent specialist, like herself, to ensure access to up-to-date information and a deep understanding of available products. Financial planners who may not have the expertise or time to focus solely on long-term care planning can partner with specialists who can guide them and their clients in finding the best solutions. By building a network of experts, financial planners can provide comprehensive care to their clients, addressing their immediate needs and protecting their future.
Getting Involved and Giving Back: Kelly believes in community involvement and giving back. As a member of various organizations, including the Financial Planning Association and the Central Ohio Care Planning Council, she actively contributes to the betterment of the community. Additionally, Kelly and her husband volunteer in various capacities and support the nonprofit organization Folds of Honor, providing scholarships to families of fallen and disabled service members. By participating in these initiatives, Kelly not only expands her knowledge and network but also demonstrates her commitment to helping others.
In this enlightening episode of The Amber Stitt Show, we learned about the importance of extended care planning and the role of the CLTC certification in equipping financial planners. We also discovered the benefits of working with independent specialists and the impact of community involvement. Join us again for more inspiring discussions on life, business, and personal fulfillment.
00:00:11 Amber Stitt Show helps with financial and personal life organization, focuses on peak potential, offers education on planning for extended care, and helps financial planners have effective conversations about extended care planning.
00:06:43 The speaker discusses their involvement in various organizations, including the Financial Planning Association (FPA), the Central Ohio Care Planning Council, the West Chamber of Commerce Women in Business Committee, and Folds of Honor. They emphasize the importance of building community and providing resources for clients and professionals.
-Your Local FPA® https://www.financialplanningassociation.org/#:~:text=The%20Financial%20Planning%20Association%C2%AE,in%20the%20financial%20planning%20process.
-The CLTC®
https://www.ltc-cltc.com/
-Central Ohio Care Planning Council
https://www.careohio.org/Central-Ohio-Care-Planning-Council.htm
-Central Ohio Folds of Honor
https://centralohio.foldsofhonor.org/
-Genworth Cost of Care Study
https://www.genworth.com/aging-and-you/finances/cost-of-care.html
Kelly's team can be found here at www.SteadfastAgents.com and please follow her on:
Her podcast is here: steadfastcareplanning.buzzsprout.com.
Her YouTube Channel: https://www.youtube.com/channel/UCqn0cM0jLTwDTTzkrPfSkTg
-Instagram @steadfastagents
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