February 13, 2024 -- Annual Participants

February 13, 2024  (Tuesday) at The Pacific Club - Card Room

11:30 am --  Deli Lunch Buffet                         Noon -- Program

Annual Program Participants

Topic:  Options for Long Term Care Solutions (Accepted for -1- CFP® CE Credit - Course Code: 322270) 

This program will provide approaches to the LTC conversation with clients. It will review types, costs & ways to pay LTC;  hybrid life insurance & LTC vs traditional LTC vs self-funding; cash indemnity vs reimbursement. Popular care services & its related costs will be compared.  Legal & health care management issues will also be explained with a hypothetical case study to review.  

Speaker:   Steffi Obilisundar, JD, CLTC -- Brighthouse Financial

Steffi is a life & LTC specialist providing ideas and strategies that help grow your business.  Her specialty lies in providing innovative ideas with an emphasis on improving practice management techniques.  She's had 10 years of wholesaling experience throughout Colorado, New Mexico & Hawaii.  She holds a bachelor's degree from Louisiana State University & a JD from Southern University Law Center.  She's a competitive mountain biker who races throughout the year.