The Scoop on Short-Term Care Insurance: When to Recommend It to Your Clients

September 11, 2025
12 PM CDT
Holly Westervelt, MBA, CLF, LUTCF
Presented by: Holly Westervelt, MBA, CLF, LUTCF
Vice President of Sales
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The Scoop on Short-Term Care Insurance: When to Recommend It to Your Clients
About This Webinar

There’s a little-known product making a big impact in the world of extended care planning, and it’s time you got the scoop!

In this session, our VP of Sales, Holly Westervelt, will discuss the fundamentals of short-term care insurance and how it works, and will also explore key use cases and sales strategies, including:

  • Pairing short-term care insurance with Medicare or Medicaid Advantage plans to fill gaps in coverage
  • Using it in conjunction with long-term care insurance to cover short-term needs and elimination periods
  • Pivoting to short-term care insurance when your client doesn't qualify for traditional LTCI

Short-term care insurance is a flexible, cost-effective product that can complement your client’s retirement and health care planning needs. It can also play a key role in your client’s extended care plan, providing both peace of mind and financial security as they age.

Register now to learn how it can fit into your business!

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About the Presenter:
Holly Westervelt, MBA, CLF, LUTCF

Holly Westervelt, MBA, CLF, LUTCF

Vice President of Sales

In her role as Vice President of Sales, Holly is responsible for coordinating a wide array of strategic initiatives to propel our company forward. From devising and implementing innovative sales strategies to fostering team motivation and cohesion, she’s the driving force behind our growth trajectory. Holly navigates the complexities of expanding distribution channels, forging strategic partnerships, and optimizing sales processes to maximize efficiency and effectiveness. She identifies new product opportunities, ensuring our offerings remain at the forefront of market demand. Holly fosters a culture of transparent communication, breaking down silos and fostering collaboration across teams.