Events
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When Does 3% Beat 6%? Reframing “Safe Money” as an LTC Strategy Webinar
Joe Taylor of Nationwide will help us understand how to utilize a Challenger Approach to disrupt the “we’ll just use the annuity if care happens” mindset and show why long-term […]
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The tax advantages of planning with Thrivent Long-Term Care insurance (LTCi) Webinar
A key reason to consider insurance as part of your extended-care plan is for the many tax advantages LTCi offers. LTCi benefits are 100% tax-free and premiums may be deductible. […]
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How to Have the LTC Conversation Webinar
Join Caitlyn Harris of Mutual of Omaha as she explains: • Why the LTC conversation is often avoided • How to Identify client motivations and concerns • Creating a consistent […]
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LTC 101 – The Foundations For Farm Bureau
Exclusively for Farm Bureau: This session will be a great foundation for those newer to extended care planning or serve as a nice refresher for veteran producers. On this call, […]
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Engaging Families, Not Just Policyholders: Growing Relationships with Caregiver Advocate Webinar
Joe Taylor of Nationwide will show advisors how to expand relationships beyond the policyowner by inviting spouses, adult children, and other caregivers onto the Caregiver Advocate platform. Attendees will learn to: • Bring family members and caregivers into the planning conversation and strengthen household relationships. • Turn caregiving questions (e.g., “Where do we start?”) into […]
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Crafting Illustrations by Demographic for Farm Bureau
Exclusively for Farm Bureau: This session will be a great foundation for those newer to extended care planning or serve as a nice refresher for veteran producers. On this call, Mutual of Omaha will share: • Why long-term care planning matters • What long-term care is and how policies work • Coverage components, benefit triggers, […]
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Nationwide Advanced Strategies for High Net Worth Families – Liquidity, Legacy, and LTC Webinar
Designed for advanced practitioners, this webinar shows how LTC coverage can solve liquidity issues, protect estate plans, and support multi-generational wealth strategies through gifting and trust-based planning. Attendees will learn: Registration Link
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How to Have the LTC Conversation Webinar for Farm Bureau
This Mutual of Omaha webinar is exclusively for Farm Bureau. Learn: • Why the LTC conversation is often avoided • How to identify client motivations & concerns • How to create a consistent LTC sales track • How to effectively lead questions & a 3 step sales plan • How to explain risk without fear-based […]