Module Objectives
Once a client has been determined to have met the LTCP eligibility criteria, and a HealthQuest response has indicated the LTC insurance policy is a Partnership policy, the client may then protect assets. There are many MA-LTC policies that must be applied when a client is able to protect assets.
When you have completed this module, you will be able to:- Determine the amount of assets that may be protected.
- Identify when assets may be protected.
- Identify assets that cannot be protected.
- Explain how assets in excess of the Protected Asset Limit (PAL) are treated.
Note: In this course, discussion of MA LTCP policies and processes is limited to that of the initial protection of assets.
The LTCP Asset Protection (PDF) handouts provide a summary of the information being addressed in this section. Use this handout throughout this section to take notes.
Page 1
Initial Protection