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DTSTART:20250926T164500Z
DTEND:20250926T180000Z
LOCATION:Saint Louis Club 7676 Forsyth Blvd., Clayton MO 63105
UID:2859720250926T164500ZIntroduction to LTC Insurance -late pay 
DTSTAMP:20260305T232653Z
DESCRIPTION:\nIntroduction to LTC Insurance \n \nDate: Monday, September 22, 2025\n \nTime: 11:45am - 1:15pm\n \nLocation: Saint Louis Club 7676 Forsyth Blvd., Clayton, MO 63105\n \nSpeaker: Brant Steck CFP®  \n \nThis presentation is intended to be an introduction to Long Term Care Insurance. Attendees will learn the importance of the need to plan for longevity and how long term care insurance can bring value in the planning process. In the discussion, attendees will learn the common policy structure of all LTC insurance policies, how one qualifies for claim, the general types of plans available in today’s market, the most common methods of funding, and how to understand the values provided on illustrations. The meeting will conclude with an overview of the underwriting process and best practices to appropriately manage client expectations.\n \n \n \nContinuing Education 50 minutes \n \nEPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP  \n \nCPE Information for CPAs\n \nThe sponsor assures that the program content and program level is appropriate for the intended participants.\n \nCPE Learning Objectives:  \n \nTo provide attendees with a foundational understanding of long-term care insurance, including policy design, qualification for benefits, plan types, funding methods, illustration interpretation, and the underwriting process—empowering advisors to effectively integrate LTC solutions into comprehensive financial plans.\n \nThe sponsor assures that the program content and program level is appropriate for the intended participants.\n \nParticipants will earn 1 CPE credit. \n \nField of Study: Specialized Knowledge \n \nAdditional Information:\n \nDelivery Method: Group Live/Group Internet Based\n \nProgram Level: Basic\n \nPre-requisite: NONE \n \nCFP Learning Objectives:  To provide attendees with a foundational understanding of long-term care insurance, including policy design, qualification for benefits, plan types, funding methods, illustration interpretation, and the underwriting process—empowering advisors to effectively integrate LTC solutions into comprehensive financial plans.\n \nWho should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals?\n \nRefunds and Cancellations: All attendees are required to register in advance.  If you reserve and are unable to attend, please cancel your reservation at least 3 working days in advance of the meeting to receive a refund or a credit for a future meeting. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 314-520-3564.\n \nEstate Planning Council of St. Louis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.\n \nNational Registry of CPE Sponsors Number 109467\n \n​CTFA\n \nCTFA 1.25 CE credit \n \nAbout the speaker: Brant Steck, CFP®\n \nSince joining BUI in 2008, Brant has been a key contributor to the firm’s success, overseeing its marketing strategy and building strong relationships with its most valued partners. As Vice President, he leads branding efforts, content creation, and the development of planning strategies while managing the marketing team. In addition, he works directly with many of the company’s top advisor relationships and their affluent or business owner clients. His planning focus is to coordinate insurance recommendations with clients’ financial plans and estate plans to ensure recommendations are always in the client’s best interest—a reflection of the firm’s core values.\n \n \n \nIn 2012, Brant earned the Certified Financial Planner™ (CFP®) designation, further solidifying his ability to provide strategic guidance to clients and advisors. His insights into the life insurance and financial planning industries have been featured in publications including U.S. News & World Report, The Street, and Your Complete Guide to a Successful and Secure Retirement.\n \nA proud graduate of Truman State University (2004), Brant has worked in the insurance industry his entire career. Outside of work, he enjoys spending time with his wife, Lindsay, and their two children, Whitley (11) and Griffin (8). Together, they are avid Ohio State football fans, supporters of St. Louis City soccer, and regularly spend time at the Lake of the Ozarks.\n \n \n \n \n
SUMMARY:Introduction to LTC Insurance -late pay  - Estate Planning Council of St. Louis 
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