Wanderi earns long-term care designation
Dale Wanderi, a financial associate with Thrivent Financial for Lutherans, has been awarded a professional designation in the field of long-term care, Certified in Long-Term Care (CLTC).
The program is independent of the insurance industry and focuses on providing financial service professionals the tools needed to meet their client’s long-term care needs.
The CLTC program is the long-term care insurance industry’s only independent professional designation. Created in 1999, the course is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to address the subject matter with their middle-age clients.
The goal of the designation is to teach financial professionals how to create a plan that preserves the emotional, physical, and financial well-being of a client’s family should care be necessary. Once established, options to fund that plan, including, Medicare, Medicaid, the Veterans Administration, self-funding and long-term care insurance, are reviewed and recommended where appropriate.
“I strive to provide clients with a financial strategy that meets their needs,” said Dale Wanderi. “My ability to do that well depends on my understanding of their unique situation.”
Participants are provided the information and training needed to offer guidance to families on a range of issues including home care, assisted living, nursing homes, social services, and most importantly, establishing a plan for what will pay for these resources. Ensuring that retirement assets are protected is a primary focus of long-term care conversations.
“It is my responsibility to help people understand the emotional, physical and financial consequences associated with providing or paying for care over an extended period of time. It is essential they have this information so they can take action to protect those they love while they have options. I am committed to helping my clients create an appropriate plan to meet their specific needs,” said Wanderi.
Thrivent Financial is represented in Perham by Wanderi and Jean Hallberg. To reach Wanderi, call 346-5090.
For more information about CLTC, visit www.ltc-cltc.com.