As a result, individuals and families are faced with planning for “discordant retirements” with the added challenges of the impact on family anticipated and unanticipated limited, extended, or long-term care needs, funding, and caregiving responsibilities.
Advisors owe it to their clients – who entrust us with their retirement planning – to consider the psychological and financial realities that attach to the impact of extended and long-term care on their plans.
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. She currently participates on the Board of Directors of the Intercompany Long-Term Care Conference (ILTCI). Carroll is listed on the International Retirement Resource Center’s speakers bureau and is currently working on publishing a book dealing with tomorrow’s multi-generational advisor/agent.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout. After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs You are responsible for reporting all other certifications for CE credit.
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.
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