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X-WR-CALDESC:Events for NewmanLTC
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250331T080000
DTEND;TZID=America/Chicago:20250414T170000
DTSTAMP:20260419T194807
CREATED:20250331T191517Z
LAST-MODIFIED:20250331T191518Z
UID:10000237-1743408000-1744650000@newmanltc.com
SUMMARY:Lincoln MoneyGuard Fixed Advantage® (2025) launches
DESCRIPTION:Lincoln MoneyGuard Fixed Advantage 2025 will launch on April 14 in most states\, replacing the currently sold MoneyGuard Fixed Advantage®– 01/22/24. \n\n\n\nSummary of Key Updates \n\n\n\n\nPoint of Claim payment option—At time of claim\, client makes an irrevocable decision to receive benefits either as 100% reimbursement\, or to receive an indemnity benefit equal to 80% of their monthly benefit amount.\n\n\n\nLife and LTC premium split reporting—The owner will see one billed premium; for reporting purposes there will be a split between Life and LTC premiums to allow for tax deductibility potential for the portion of premiums identified as long-term care coverage.\n\n\n\nIncreases for Specified Amount will be allowed—Allows for the flexibility to potentially increase benefits post issue.\n\n\n\nPricing impact—Overall\, the pricing for MoneyGuard Fixed Advantage (2025) will be consistent with the current MoneyGuard Fixed Advantage offering Most design offerings will see minimal pricing differences ranging from -1% to +1%. The design offerings featuring 5% compound inflation will see an average increase of 9%\n\n\n\n\nSee the bulletin for full details including implementation timelines.
URL:https://newmanltc.com/event/lincoln-moneyguard-fixed-advantage-2025-launches/
CATEGORIES:Lincoln,Linked
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250411T100000
DTEND;TZID=America/Chicago:20250411T110000
DTSTAMP:20260419T194807
CREATED:20250325T160717Z
LAST-MODIFIED:20250325T160718Z
UID:10000227-1744365600-1744369200@newmanltc.com
SUMMARY:Deep-Dive Webinar: Qualified Funding Options
DESCRIPTION:The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to asset-based long-term care (LTC) protection. \n\n\n\nJoin our free webinars every other Friday 10 a.m. CT. Each session is intended to last 15 to 40 minutes. \n\n\n\nA schedule of deep dive webinar topics is listed below. \n\n\n\n\n4/11/25 – Qualified Funding Options\n\n\n\n4/25/25 – Inherited IRA/Annuity for LTC\n\n\n\n5/09/25 – The Self-Funding Illusion\n\n\n\n6/06/25 – Why Joint Life/LTC?\n\n\n\n6/20/25 – Adaptable Annuities\n\n\n\n7/18/25 – Stacking Strategy\n\n\n\n8/01/25 – Lifetime vs Limited Duration\n\n\n\n8/15/25 – Care Solutions: Two Approaches to the LTC Conversation\n\n\n\n9/12/25 – Asset Care: One-Liners & Handling Objections\n\n\n\n9/26/25 – Business Insurance with Asset Care\n\n\n\n\nRegister here: Registration
URL:https://newmanltc.com/event/deep-dive-webinar-qualified-funding-options/
CATEGORIES:Linked,OneAmerica,Product Training Webinar,Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250417T130000
DTEND;TZID=America/Chicago:20250417T140000
DTSTAMP:20260419T194807
CREATED:20250403T211513Z
LAST-MODIFIED:20250403T211513Z
UID:10000239-1744894800-1744898400@newmanltc.com
SUMMARY:The New Wealth Transfer: Making Room for Long-Term Care Insurance (LTCi) Planning in Wealth Transfer Plans
DESCRIPTION:Due to numerous developments in health and wealth over the past few decades\, wealth transfer plans are not complete without a plan for long-term care expenses. This session highlights the benefits of life insurance based LTCi solutions and how such products can operate effectively in irrevocable trusts. We will address: \n\n\n\n\nThe need to fortify wealth transfer plans of the mass affluent against long-term care expenses;\n\n\n\nWhy “self-funding” (i.e.\, paying out of pocket) potential long-term care expenses is a losing financial proposition for the high net worth; and\n\n\n\nRetaining indirect access to trust owned LTCi benefits.\n\n\n\n\nPresenter: Allison Anne Hoyt\, JD\, CLU\, TEP has been in the financial services industry for over 13 years. She has held multiple industry leadership positions within the Society of Financial Service Professionals and is currently on the Risk Management Industry Advisory Council of the American College; she has been published in Trusts & Estates\, InsuranceNewsNet\, the Journal of Financial Service Professionals and Leimberg Information Services Inc. \n\n\n\nIMPORTANT: At registration\, when prompted for Organization\, do not enter your company name. Enter NewmanLTC. This will help ensure that you receive any follow-up resources mentioned on the call.
URL:https://newmanltc.com/event/the-new-wealth-transfer-making-room-for-long-term-care-insurance-ltci-planning-in-wealth-transfer-plans/
CATEGORIES:Linked,Marketing Ideas,Nationwide,Sales Tips
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250425T100000
DTEND;TZID=America/Chicago:20250425T110000
DTSTAMP:20260419T194807
CREATED:20250325T161209Z
LAST-MODIFIED:20250325T161210Z
UID:10000228-1745575200-1745578800@newmanltc.com
SUMMARY:Deep-Dive Webinar: Inherited IRA/Annuity for LTC
DESCRIPTION:The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to asset-based long-term care (LTC) protection. \n\n\n\nJoin our free webinars every other Friday 10 a.m. CT. Each session is intended to last 15 to 40 minutes. \n\n\n\nA schedule of deep dive webinar topics is listed below. \n\n\n\n\n4/11/25 – Qualified Funding Options\n\n\n\n4/25/25 – Inherited IRA/Annuity for LTC\n\n\n\n5/09/25 – The Self-Funding Illusion\n\n\n\n6/06/25 – Why Joint Life/LTC?\n\n\n\n6/20/25 – Adaptable Annuities\n\n\n\n7/18/25 – Stacking Strategy\n\n\n\n8/01/25 – Lifetime vs Limited Duration\n\n\n\n8/15/25 – Care Solutions: Two Approaches to the LTC Conversation\n\n\n\n9/12/25 – Asset Care: One-Liners & Handling Objections\n\n\n\n9/26/25 – Business Insurance with Asset Care\n\n\n\n\nRegister here: Registration
URL:https://newmanltc.com/event/deep-dive-webinar-inherited-ira-annuity-for-ltc/
CATEGORIES:Linked,OneAmerica,Product Training Webinar,Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250430T130000
DTEND;TZID=America/Chicago:20250430T140000
DTSTAMP:20260419T194807
CREATED:20250415T144209Z
LAST-MODIFIED:20250415T144210Z
UID:10000241-1746018000-1746021600@newmanltc.com
SUMMARY:Intro to New and Improved Lincoln MoneyGuard Fixed Advantage 2025
DESCRIPTION:Wednesday\, April 30 from 1-2 PM Central \n\n\n\nJoin us to learn about our NEW enhancements built to: \n\n\n\n\nOffer greater choice and flexibility to your clients\n\n\n\nExpand new planning opportunities with business owners\n\n\n\nUnlock new opportunities to benefit your clients and grow your practice\n\n\n\n\nRegister now for our product update webinar on April 30th to hear how we can open new opportunities in your business with our latest enhancements. \n\n\n\nAt Registration\, when prompted for BGA Affiliation\, please enter NewmanLTC to receive any follow-up materials referenced on the call.
URL:https://newmanltc.com/event/intro-to-new-and-improved-lincoln-moneyguard-fixed-advantage-2025/
CATEGORIES:Lincoln,Linked,Product Training Webinar,Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250430T140000
DTEND;TZID=America/Chicago:20250430T150000
DTSTAMP:20260419T194807
CREATED:20250403T142822Z
LAST-MODIFIED:20250403T142823Z
UID:10000238-1746021600-1746025200@newmanltc.com
SUMMARY:LTCi Tax Incentives for Businesses
DESCRIPTION:Long-term care insurance can be one of the most tax-advantaged ways to fund future care needs\, but most clients and few advisors fully understand how businesses and businessowners can benefit from LTCi planning. Fewer still understand how tax deductibility differs for linked-benefit solutions.  \n\n\n\nJoin Joseph Taylor from Nationwide\, as he gives us a quick look at the LTCi Tax Incentives for Businesses.  \n\n\n\n\nStructuring LTCi solutions for tax deductibility \n\n\n\nHierarchy of tax advantages \n\n\n\nValue of the “above the line” deduction \n\n\n\nCorporate and small business tax advantages for owners \n\n\n\nDesigning a linked-benefit policy for maximum tax advantages \n\n\n\nBusiness owned policies on an employee
URL:https://newmanltc.com/event/ltci-tax-incentives-for-businesses/
CATEGORIES:Linked,Nationwide,Sales Tips,Webinar
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