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Free course template · US federal

Long-term care partnership training for producers: Initial and refresher

A ready-made course, live deck and two surveys for licensed producers. AhaSlides tracks progress, completion and scores for you. 45 minutes, 6 lessons. Last reviewed 28 October 2026; not legal advice.

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Course outline at a glance

  • A couple in their late fifties, Mo and Jess, have watched a parent move into care and ask what would happen to their savings if it happened to them
  • What would you say first?
  • Timeline
  • Quiz

  • Who pays
  • Policy terms
  • Tabs
  • Flashcards
  • Matching quiz

  • How asset protection works
  • Suitability checklist
  • Process
  • Checklist
  • Quiz
  • Multi-select quiz

  • Can they afford it?
  • Moving state
  • Sort it
  • Scenario
  • Sorting activity
  • Matching quiz

  • When to stop a sale
  • Family pressure
  • Process
  • Scenario
  • Quiz

  • Your next steps
  • Process
  • Quiz

Try some questions from the course

Question 1 of 3

Mo and Jess ask what would happen to their savings. What is the best first thing to do?

 

Start by listening. Asking what they want care to look like, and explaining plainly how care is paid for, puts the conversation before any product. Recommending a plan, reassuring them without facts or brushing the question off all skip the client's real concern.

Lesson 1, The conversation nobody wants to have, teaches this. See the outline

Question 2 of 3

Under a partnership policy, when might assets be disregarded?

 

Only when a qualifying policy has paid benefits and Medicaid is later needed, and only as your state allows. It is never automatic and never the same everywhere.

Lesson 3, Partnership policies and suitability, teaches this. See the outline

Question 3 of 3

A client's adult daughter asks to sit in. The client agrees. What is the best approach?

 

Family can support, but the applicant gives her own answers and the record must show them. Welcoming the daughter respects the client; speaking to the client directly protects her.

Lesson 5, Speak up and apply, teaches this. See the outline

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Learners earn a certificate

Your organisation

Certificate of completion

This certifies that

Alex Morgan

has completed

Long-term care partnership training for producers: Initial and refresher

Completed on12 October 2026
Sample certificate with a placeholder learner name.

Style 1 of 6: Purple geometric

Everyone who finishes gets a certificate with their name, the course title and the completion date. Add your own logo, colours and signer.

Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 10 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's answers to the quizzes and activities in the course.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

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6 lessons, about 45 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: The conversation nobody wants to have · 8 min

    Before you begin · A couple in their late fifties, Mo and Jess, have watched a parent move into care and ask what would happen to their savings if it happened to them · What would you say first?

  • Lesson 2: Care, costs and who pays · 8 min

    Who pays · Policy terms · Check

  • Lesson 3: Partnership policies and suitability · 8 min

    How asset protection works · Suitability checklist · Check

  • Lesson 4: Grey areas · 8 min

    Can they afford it? · Moving state · Sort it

  • Lesson 5: Speak up and apply · 8 min

    When to stop a sale · Family pressure · Check

  • Lesson 6: Final assessment and completion · 5 min

    Your next steps · Practice

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

Before a producer first sells LTC cover and on the refresher cycle your state sets.

Licensed producers who sell long-term care (LTC) insurance or life policies with LTC riders; run by the sales training or compliance lead.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • Compliance contact
  • Jurisdiction rules link
  • Licensing or ce contact
  • Reporting route
  • LMS or record system
  • Approved materials link
  • State partnership guidance
  • Course URL
Then edit anything else you like: wording, scenarios, your logo.
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Ready to run it?

Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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