NewmanLTC

OneAmerica Webinar: Intro to Life and Annuity LTC Options
2020-04-24 10:00 - 11:00 (America/Chicago)
OneAmerica Webinar: Intro to Life and Annuity LTC Options

This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details…
– Setting up the LTC sale
– Covering two individuals under one policy
– Lifetime benefits and the advantages
– Use of IRA, 401k, 403b to pay for LTC
– Guaranteed premiums for LTC
– Convert NQ annuities to tax-free for LTC

Register at https://register.gotowebinar.com/rt/6870424148277042188

IMPORTANT: When prompted for “Marketing Organization” , enter NewmanLTC to ensure you receive any pieces that may be mentioned on the calls.

5/1 - Asset Care®: Case Design
2020-05-01 10:00 - 10:30
The goal of this webinar is to focus on different design options for Asset Care and when each might be most suitable.
Webinar runs from 10 to 10:30 a.m. CT.
Register at https://register.gotowebinar.com/register/4603004678205028621
IMPORTANT: When prompted for “Marketing Organization” , enter NewmanLTC to ensure you receive any pieces that may be mentioned on the calls.

OneAmerica Webinar: Intro to Life and Annuity LTC Options
2020-05-08 10:00 - 11:00, 2020-05-22 10:00 - 11:00, 2020-06-05 10:00 - 11:00, 2020-06-19 10:00 - 11:00
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details…
– Setting up the LTC sale
– Covering two individuals under one policy
– Lifetime benefits and the advantages
– Use of IRA, 401k, 403b to pay for LTC
– Guaranteed premiums for LTC
– Convert NQ annuities to tax-free for LTC

Register at https://register.gotowebinar.com/rt/6870424148277042188

IMPORTANT: When prompted for “Marketing Organization” , enter NewmanLTC to ensure you receive any pieces that may be mentioned on the calls.

5/15 - OneAmerica Deep-Dive Webinar: Reimbursement vs. Indemnity
2020-05-15 10:00 - 10:30
This webinar explains the differences between reimbursement and indemnity-style payouts for LTC policies. We will review the advantages of the reimbursement method and uncover industry misconceptions.
Webinar runs from 10 to 10:30 a.m. CT.
Register at https://register.gotowebinar.com/register/4603004678205028621
IMPORTANT: When prompted for “Marketing Organization” , enter NewmanLTC to ensure you receive any pieces that may be mentioned on the calls.

5/29 - OneAmerica Deep-Dive Webinar: Annuity Care®: Case Design
2020-05-29 10:00 - 10:30
The goal of this webinar is to focus on different design options for Annuity Care and when each might be most suitable.
Webinar runs from 10 to 10:30 a.m. CT.
Register at https://register.gotowebinar.com/register/4603004678205028621
IMPORTANT: When prompted for “Marketing Organization” , enter NewmanLTC to ensure you receive any pieces that may be mentioned on the calls.

6/12 - OneAmerica Deep-Dive Webinar: LTC Knowledge
2020-06-12 10:00 - 10:30
This webinar is intended for agents, advisors, and marketers who are newer to promoting and selling longterm care insurance. We will focus on building your knowledge of terms and services widely used in the LTC industry.
Webinar runs from 10 to 10:30 a.m. CT.
Register at https://register.gotowebinar.com/register/4603004678205028621
IMPORTANT: When prompted for “Marketing Organization” , enter NewmanLTC to ensure you receive any pieces that may be mentioned on the calls.

6/26 - OneAmerica Deep-Dive Webinar: Myths of Long-Term Care
2020-06-26 10:00 - 10:30
This webinar looks at seven common myths in long-term care, how to expose them with clients, and share the facts. With this information, you can help spark your clients’ interest and have more productive conversations about long-term care.
Webinar runs from 10 to 10:30 a.m. CT.
Register at https://register.gotowebinar.com/register/4603004678205028621
IMPORTANT: When prompted for “Marketing Organization” , enter NewmanLTC to ensure you receive any pieces that may be mentioned on the calls.

10/20: The A-Z of LTC (CE approved in 15 states)
2020-10-20 09:00 - 10:00
The A-Z of LTC from Lincoln Financial Group

Continuing Education* for your insurance license and designations in 15 states (Click here for CE approval map)

Approved for Insurance CE in the states highlighted in the map. This is considered “company sponsored” CE. This course also qualifies for CFP credit and CPE for CPAs.

Most people don’t think about long-term care until they or a loved one need it. But by then LTC costs could quickly drain their savings — especially in the world of uncertainty we’re living in. The key is to prepare for the likelihood that many of your clients will need LTC. This course offers strategies to kickstart the client conversation and explains the costs of care, risks of waiting, combining long-term care with life insurance or an annuity, and adding enhanced benefit riders — so you’ll be prepared with a solution for your clients!

October 20, 2020 – 9 AM Central

Register here: https://lfg.webex.com/lfg/onstage/g.php?MTID=e49b77b8876a39595820349178efd79d6

11/10: Securian SecureCare 101
2020-11-10 13:00 - 14:00
The basics of SecureCare UL and what makes it unique.
Register here: https://securian.zoom.us/webinar/register/WN_0GVMoJcpROaqFUaXKMG9Dg
When prompted for organization, enter NewmanLTC to receive any follow-up tools mentioned on the call

11/12: The Tax Advantages of Planning with Long Term Care Insurance
2020-11-12 12:00 - 13:00
LTCi might be one of the most tax-favorable solutions available. Learn the basics of what you (and your clients) should know. We will discuss:
– The tax deductibility rules individuals and for businesses
– Using Health Savings Accounts or 1035 Exchanges to efficiently fund a policy
– The Pension Protection Act’s special consideration for retired public safety officers (including firefighters and law enforcement)
– State tax incentives or deductions that may be available
– Dollar-for-dollar asset protection from the state partnership plans
– The differences in deductibility between traditional and asset-based LTCi
– Case studies
– Provide ideas and help identify prospects to target
Register here: https://newmanltc.zoom.us/webinar/register/8216043479684/WN_WPAzXLlQTuyrvEbXY4hGoA

11/20: State of the LTCI Industry
2020-11-20 13:00 - 14:00
Newman Long Term Care will provide an update on 2020 changes to the LTC industry. From underwriting to pricing to benefits, you’ll have a better understanding of the traditional and linked benefit solutions available to you through Newman Long Term Care. Learn how COVID-19 and recent pricing changes have changed the competitive landscape.

Register here: https://newmanltc.zoom.us/webinar/register/3516043483603/WN_BHkyKEdORY6H7SGr0KFpFA

11/24: Securian Sales Ideas
2020-11-24 13:00 - 14:00
Upcoming webinar

SecureCare 301: sales ideas

DATE: Tuesday, November 24, 2020 • TIME: 1:00 PM CT, 2:00 ET
SPEAKER: Mike Sweazey, Regional Vice President – SecureCare

Click here to register: https://securian.zoom.us/webinar/register/WN_rbvfaCsTSAamaOLvOInRTQ

12/10: Free CE Webinar - The A-Z of LTC
2020-12-10 10:00 - 11:00
The A-Z of LTC
Continuing Education for your insurance license and designations
Approved to provide carrier-sponsored Insurance CE in 25 States: AZ, CO, FL, ID, IL, IN, IA, KS, MI, MN, MO, MT, NE, NJ, NC, ND, NM, OH, OK, PA, SD, TX, UT, WI, WY.
In addition, the course qualifies for 1 hour of credit for CFP, CIMA, CLU, CPE, CPWA, and CRPC.
Most people don’t think about long-term care until they or a loved one need it. But by then LTC costs could quickly drain their savings — especially in the world of uncertainty we’re living in. The key is to prepare for the likelihood that many of your clients will need LTC. This course offers strategies to kickstart the client conversation and explains the costs of care, risks of waiting, combining long-term care with life insurance or an annuity, and adding enhanced benefit riders — so you’ll be prepared with a solution for your clients!
To be awarded credit for this webinar you must attend the full 60 minutes and answer all polling questions.
Click here to register: https://lfg.webex.com/lfg/onstage/g.php?MTID=e1254831a7d46b4f1070bbf098deb3099
Presenter: Rob Johnson, Sales Vice President, Lincoln Financial Group

1/15: New to LTCi? Start with this OneAmerica Deep Dive
2021-01-15 10:00 - 10:30
The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to our asset-based long-term care (LTC) protection. Join our free webinars every other Friday from 10 to 10:30 a.m. CT.
1/15 – LTC Knowledge
This webinar is intended for agents and marketers who are newer to promoting and selling long-term care protection. We will focus on building your knowledge of terms and services widely used in the LTC industry.

REGISTER HERE
Note: When registering, when prompted for marketing organization or financial institution enter NewmanLTC.

1/21: Introduction to Lincoln MoneyGuard solutions for LTC (Webinar)
2021-01-21 14:00 - 15:00
For the last 115 years, Lincoln Financial Group has been helping Americans secure their financial futures. Over the last 30+ years, we’ve demonstrated an unwavering commitment to helping clients plan for long-term care expenses and backed that commitment with an industry-leading claims management process.
Join us for a discussion to understand why Lincoln MoneyGuard is the category leader.
• 115 years of helping Americans secure their financial future
• 30+ years of paying LTC claims
• Reduced tax risk
• 0-day elimination period
• Personalized Concierge Care Coordination
Click here to register

1/29: Learn about OneAmerica's Care Coordination and CareScout
2021-01-29 10:00 - 10:30
The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to our asset-based long-term care (LTC) protection. Join our free webinars every other Friday from 10 to 10:30 a.m. CT.

1/29 – CareScout
In this webinar, we will dive into the newest included benefit with Asset Care. CareScout brings enhanced care coordination, an improved claims experience, and much more!

REGISTER HERE
Note: When registering, when prompted for marketing organization or financial institution enter NewmanLTC.

2/4: CE Class - The A to Z of LTC (Webinar)
2021-02-04 14:00 - 15:00
Continuing Education for your insurance license and designations
Approved to provide carrier-sponsored Insurance CE in: AZ, CA, CO, FL, ID, IL, IN, IA, KS, MI, MN, MO, MT, NE, NJ, NC, ND, NM, OK, PA, SD, TX, UT, WI, WY. CE has been filed and should be approved in OH before the class.
In addition, the course qualifies for 1 hour of credit for CFP, CLU/ChFC and CRPC.
Most people don’t think about long-term care until they or a loved one need it. But by then LTC costs could quickly drain their savings — especially in the world of uncertainty we’re living in. The key is to prepare for the likelihood that many of your clients will need LTC. This course offers strategies to kickstart the client conversation and explains the costs of care, risks of waiting, combining long-term care with life insurance or an annuity, and adding enhanced benefit riders — so you’ll be prepared with a solution for your clients!
Important: To be awarded credit for this webinar you must attend the full 60 minutes and answer all polling questions.
Click here to register: https://newmanltc.zoom.us/webinar/register/WN_gogYC9K6SQaZ0e1V6orMIA
Presenter: Rob Johnson, Sales Vice President, Lincoln Financial Group

2/4: Securian's SecureCare: The basics and what makes it unique
2021-02-04 15:00 - 16:00
Your clients want benefits, not hassle
And that’s what they’ll get with SecureCare Universal Life’s cash indemnity benefit for long-term care (LTC).
You’ll learn all this and more when you join Newman Long Term Care and Jon Thomas from Securian Financial for a short webinar covering SecureCare’s fundamentals on February 4 at 3 PM Central. We’ll discuss:

How SecureCare can help protect your client’s investment portfolio
The power of cash indemnity – no receipts, just cash1
The five key questions every LTC product should answer

How clients can deduct a portion of their SecureCare premiums
Click here to register for this session and our Securian Webinar Series.

2/10: LTC Tax Advantages Overview
2021-02-10 15:00 - 16:00
Join the NewmanLTC team to learn the basics of what you (and your clients) should know. Throughout this presentation, we will provide sales ideas and help you identify prospects to target.

The tax deductibility rules for individuals and for businesses
Using Health Savings Accounts or 1035 Exchanges to efficiently fund a policy
The Pension Protection Act’s special consideration for retired public safety officers (including firefighters and law enforcement)
State tax incentives or deductions that may be available
Dollar-for-dollar asset protection from the state partnership plans
The differences in deductibility between traditional and asset-based LTCi
Case studies

CLICK HERE TO REGISTER

2/18: Securian - Tax Deductibility for Linked Benefit LTC?
2021-02-18 15:00 - 17:00
Looking for an edge on your next LTC case?

How about showing prospects how they can use tax-advantaged dollars to help fund a SecureCare Universal Life policy?

Join Newman Long Term Care and Jon Thomas from Securian Financial for a webinar on February 18 at 3 PM to learn how you can help some clients leverage SecureCare’s unique premium structure to provide tax deductions and savings.

We’ll cover:

What small business owners stand to gain from SecureCare’s premium structure
How to use a health savings account to help fund long-term care (LTC) need
When an individual may be able to deduct a portion of their premium

Register Here

3/19: OneAmerica - Life and Annuity LTC Solution Overview
2021-03-19 10:00 - 11:00
Setting up the LTC sale
Covering two individuals under one policy
Lifetime benefits and the advantages
Use of IRA, 401k, 403b to pay for LTC
Guaranteed premiums for LTC
Convert NQ annuities to tax-free for LTC

When asked, “What marketing organization or financial institution do you work with?”, enter NewmanLTC.
REGISTER HERE

3/30: OneAmerica Care Solutions University
2021-03-30 12:30 - 16:30
3/30: OneAmerica Care Solutions University
12:30 PM – 4:30 pm Central
This half-day online event is the perfect opportunity to invest in your personal growth and take your Asset-Based long-term care business to the next level.
In our best-in-class Care Solutions University:

Having the LTC conversation
Understanding LTC past and future
The Need for Asset-Based LTC
The OneAmerica difference
Tax-Deferred to Tax-Free LTC: LTC Annuities
Asset-Based LTC – Standing the Test of Time
Product Deep-Dives

Click here to view the entire agenda.
Important: At registration, when prompted for Brokerage General Agency, enter NewmanLTC in order to receive any tools and materials mentioned on the call.
REGISTER HERE

4/20: OneAmerica Deep Dive on Annuity Care Plan Designs
2021-04-20 10:30 - 11:00
Tuesday 4/20: Deep Dive on Annuity Care Plan Designs
Case studies built on real world examples. See how this solution can help more clients with a solution that goes from tax-deferred to tax-free for LTC.
Register here

7/15: OneAmerica - Leading Tomorrow Series "Managing Conscious & Unconscious Bias"
2021-07-15 13:00 - 14:00
JULY 15 @ 2:00pm EST
Kim Thomas & Wendy Dukes
Managing Conscious & Unconscious Bias

We all hold biases in the workplace, whether conscious or unconscious. Being able to recognize these biases and understand the importance of diversity, equity and inclusion, are crucial to advancing our industry. Kim Thomas and Wendy Dukes will help bring these pivotal topics to life.

Register here: https://pages.oneamerica.com/LeadingTomorrow2021 (Enter code BDBB at registration)

7/16: Two approaches to the LTC Conversation (Webinar)
2021-07-16 10:00 - 10:30
Join OneAmerica for this session that discusses two approaches to funding LTC – Life linked with LTC or Annuities linked with LTC. You will better understand how the linked benefit options work and how each has unique advantages.
Registration (gotowebinar.com)

7/16: OneAmerica Deep-Dive: Two Approaches to the LTC Conversation
2021-07-16 10:00 - 11:00
The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to our asset-based long-term care (LTC) protection.
Join our free webinars every other Friday at 10 a.m. CT.
Each session is intended to last 15 to 40 minutes.
A schedule of deep dive webinar topics is listed below.

7/16 – Care Solutions: Two Approaches to the LTC Conversation
7/30 – Lifetime vs Limited Duration
8/13 – Creating Value for Table Rated Clients
8/27 – Indexed Annuity Care
9/10 – Qualified Funding Options
9/24 – Business Insurance with Asset Care

Register here: Registration (gotowebinar.com)
When prompted for your OneAmerica organization, please enter NewmanLTC in order to receive any follow-up items mentioned on the call.

7/30: Lifetime vs. Limited Duration (Webinar)
2021-07-30 10:00 - 10:30
Join OneAmerica as they demonstrate the value of unlimited LTC benefits. They are one of the few carriers still offering lifetime benefits. Learn how this option works and how to position this with clients concerned about catastrophic future care needs.
Registration (gotowebinar.com)
