ESTATE PLANNING COUNCIL OF ST. LOUIS

Introduction to LTC Insurance 

Date: Monday, September 22, 2025

Time: 11:45am - 1:15pm

Location: Saint Louis Club 7676 Forsyth Blvd., Clayton, MO 63105

Speaker: Brant Steck CFP^®  

This 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.

Continuing Education 50 minutes 

EPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP  

CPE Information for CPAs

The sponsor assures that the program content and program level is appropriate for the intended participants.

CPE 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.

The sponsor assures that the program content and program level is appropriate for the intended participants.

Participants will earn 1 CPE credit. 

Field of Study: Specialized Knowledge 

Additional Information:

Delivery Method: Group Live/Group Internet Based

Program Level: Basic

Pre-requisite: NONE 

CFP 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.

Who should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals?

Refunds 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.

Estate 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.

National Registry of CPE Sponsors Number 109467

​CTFA

CTFA 1.25 CE credit 

About the speaker: Brant Steck, CFP®

Since 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.

In 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.

A 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.