Business Details
33 Years
experience
Trusted LTC Insurance Training & Continuing Education in Sonoma, CA
Charles F. Schug: Ltci Education & Sales has been a leader in Long-Term Care (LTC) insurance education since 1993. Founded by industry expert Tom Orr, our company specializes in training insurance agents, developing LTC insurance products, and providing continuing education programs. With over 25 years of experience, we have conducted more than 1,000 training seminars for 20,000+ agents, earning recognition as a premier provider in California. Our team created the first LTC insurance training manual, Tools for Thought, which remains foundational in the industry. We collaborate with the California Department of Insurance to shape LTC curriculum and legislative frameworks.Our programs empower independent and captive agents to achieve sales success while maintaining client relationships. As the exclusive provider for the California Partnership for LTC, we deliver 8-hour CE courses that ensure compliance and expertise. Our clients include major insurance companies, agencies, and public sector organizations like CalPers and CalStrs. We combine decades of industry knowledge with innovative training methodologies to transfer risk management skills to senior Americans. Our commitment to excellence has made us a trusted authority in LTC insurance education nationwide.
Services
LTC Insurance Training
Continuing Education Courses
Agent Training Programs
Insurance Product Development
Legislative Consulting
Details
- Year established: 1993
Highlights and features
- We have over 25 years of experience in LTC insurance training and consulting.
- Our team developed the industry's first LTC insurance training manual.
- We collaborate with the California Department of Insurance on curriculum development.
- Recognized as an exclusive provider for the California Partnership for LTC.
- Our programs guarantee sales results without compromising client relationships.
Services
LTC Insurance Training
Our LTC insurance training programs equip agents with advanced skills to market long-term care solutions effectively. With a curriculum developed by industry pioneer Tom Orr, we focus on risk transfer strategies and client relationship management. Our courses combine proven methodologies with real-world applications to boost sales performance while maintaining ethical standards.
Continuing Education Courses
We deliver state-compliant continuing education courses for insurance professionals, including the mandatory 8-hour LTC/CTQ curriculum. Our programs meet California Partnership for LTC requirements and are designed to maintain licensing compliance. Participants gain updated knowledge on legislative changes and industry best practices through interactive seminars and digital resources.
Agent Training Programs
Our agent training programs enhance selling capabilities through specialized techniques that increase LTC insurance sales. Developed from 19 years of industry experience, these programs focus on maintaining client trust while achieving measurable results. We offer both independent and captive agent training solutions tailored to modern market demands.
People
Tom Orr
Founder
Tom Orr has specialized in LTC insurance training since 1987. He developed the industry's first training manual and has trained over 20,000 agents nationwide. His expertise shapes California's LTC curriculum and legislative policies.
Questions
What LTC training programs do you offer?
We provide 8-hour continuing education courses, agent sales training, and customized programs for insurance professionals in California.
How can I check my CE credit status?
Visit our website to search by name or license number, then view your LTC credit requirements and completed courses.
Are your courses approved by the California DOI?
Yes, we're recognized as an exclusive provider for the California Partnership for LTC and develop official curriculum content.
Can I get CFP CE credits?
While we no longer offer direct CFP credits, you can submit course materials to the CFP Board for 8-hour certification.
