Focus on Preneed: Spend Downs, Contracts, and Consumer Protection
Thursday, June 19, 2014 • 1-2 PM CST (1 CE hour)
The basics of Medicaid funeral exclusions must be absolutely clear to everyone at your firm!
Ensure that every preplanner at your firm understands funeral options available for Medicaid applicants looking to spend down cash and insurance. Show families how funding can be set aside for the applicant’s and spouse’s funeral expenses. Gilligan will include a review of the information every preneed contract must have to protect consumers – and your firm. Sample contracts and provisions provided. You will learn:
• Funeral exclusions that impact Medicaid eligibility
• Planning options for Medicaid applicants
• Steps to show families to how to set aside funding for funeral expenses
• Protective provisions every preneed contract must have
Presenter: T. Scott Gilligan, NFDA General Counsel
|NFDA Member 1st Registrant (includes CE)||$119|
|Additional Member Registrant requiring CE||$60|
|Nonmember 1st Registrant (includes CE)||$179|
|Additional NM Registrant requiring CE||$110|
CANCELLATION POLICY: Full refund if cancellation received at least one business day prior to event. $50 fee applies to cancellations received day of event. All cancellations must be in writing: FAX to NFDA, 262-789-6977.
Note: All times listed are Central Time.
Registration for Webinars closes two hours before the start time.
State CE approval varies; some states do not approve for CE any distance learning courses or courses that are business-related. APFSP approves all NFDA courses. For details, click here.