1/29: Learn about OneAmerica's Care Coordination and CareScout
2021-01-29 10:00 - 10:30 (America/Chicago)
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)

7/30: OneAmerica Deep-Dive: Lifetime vs Limited Duration
2021-07-30 10:00 - 11:00

8/13: OneAmerica Deep-Dive: Creating Value for Table Rated Clients
2021-08-13 10:00 - 11:00

8/18: CE Event - The New LTC Equation: The Changing Roles of Money, Health, Family and Dignity
2021-08-18 13:00 - 14:00
The New Long-Term Care Equation:

The Changing Roles of Money, Health, Family and Dignity

Presented by Lincoln Financial

Dr. Ken Dychtwald, Ph.D., founder and CEO of Age Wave, will share his research-driven insights on how a longevity revolution is creating a growing need for long-term care planning.
During this event you will learn:

How people are seeking financial guides to help them achieve their goals
Help your clients prepare for long-term care costs and consider their care preferences
Questions to start these important planning conversations.

CE credit available: CFA, CFP, CIMA, CLU/CHFC, CPA, CPWA, CRPC, CRPS, FPQP, TX CPA (Insurance CE is NOT available)

Register here: https://event.on24.com/eventRegistration/EventLobbyServlet?target=reg20.jsp&partnerref=dmc&eventid=3313377&sessionid=1&key=D19535DD4EBE5F60343D26A86BE9E504&regTag=&V2=false&sourcepage=register

10/21: Webinar - What’s Next in the LTC World after Washington State
2021-10-21 13:00 - 14:00
The WA Cares Fund created a surge in interest around long term care planning. Other states are considering similar initiatives and the federal government is exploring LTC funding legislation as well. Learn what the future of LTC might look like in this presentation from Nationwide Financial.
Thursday, October 21st at 2pm ET
Click here to register.

2/10/22: LTCi - What's Next After Washington State?
2022-02-10 10:00 - 11:00
LTCi: What’s Next After Washington State?
February 10th at 10 AM CST

Legislation that was assumed to be of interest only in Washington state took the LTC industry by storm and turned it up-side-down. Numerous states are now eyeing the possibility of enacting similar legislation.

Please join us to learn:

Other states considering similar LTC mandates
Learning from Washington state
Why private LTC insurance?
Nationwide — and how we can help

Presented by Newman Long Term Care and Nationwide insurance.

3/10/22: Long-term Care – The Double-edged Sword for Women
2022-03-10 13:00 - 14:00
Long-term Care – The Double-edged Sword for Women
Women are the ones most likely to help care for a parent, care for a spouse and be the surviving spouse in retirement.
Join us to learn:

How the changing picture of retirement has affected long-term care planning
The profound effect LTC has on women and families
Solutions to help financially prepare your female clients for a LTC event

How to sign up:
Speaker: Shawn Britt, CLU, CLTC
Director, Long-Term Care Initiatives
When: March 10th, 2022 @ 2:00 EST
Register: https://nationwideinsurance.zoom.us/webinar/register/WN_HNBYswNiSsyhf7bgp8Cc-w

After registering, you will receive a confirmation email containing information about joining the webinar.

3/16/22: The Art and Science of Influence and Persuasion
2022-03-16 12:00 - 12:45
The Art and Science of Influence and Persuasion
An exclusive event with Daniel Pink
Wednesday, March 16, 2022
12:00-12:45 PM Central
New York Times best-selling author Daniel Pink shares an exclusive perspective on the new ABCs of selling, influence, and persuasion. During this event you’ll learn how our world has changed more in the past 15 years than in the past 1500 years. We’ll cover the new research-based principles of selling and provide actionable examples and tools you can use to boost your effectiveness.
Daniel studies the science of influence and persuasion and his book To Sell is Human reveals the surprising truth about moving others
Brought to you by Lincoln Financial Distributors and Newman Long Term Care.
At registration, when prompted for Agency Upline, please enter NewmanLTC in order to receive any follow-up items that may be mentioned on the call.
This session will not be recorded.
For a taste of what you can expect from Daniel, watch the intro video for his MasterClass: https://www.youtube.com/watch?v=My7hjBp4wH0

4/6/22: Securian's SecureCare III – what you need to know
2022-04-06 13:00 - 14:00
Join us to learn more about SecureCare™ III, a long-term care (LTC) and nonparticipating whole life insurance policy, featuring:

Simplified product design
Three return of premium options, including LTC Boost1
Enhanced flexibility to customize the policy for each client’s needs

Click here to RSVP: https://securian.zoom.us/webinar/register/WN_bMJU1iNBTOqgnVhFiK9E6w

04/07/2022: Introduction to CareForward by Thrivent
2022-04-07 10:00 - 11:30
Introduction to CareForward by Thrivent
Learn about the new combination long-term care (LTC) and life insurance solution from Thrivent. CareForward is designed to be highly competitive in the marketplace and offer maximum leverage if care is needed. We will provide an overview of this new solution, and give you a demo of our new comparison tool that illustrates CareForward alongside our traditional LTCi solution.
Register for an upcoming session: Thursday, April 7 from 10-11am CST
NOTE: At registration, when prompted for your Thrivent BGA, enter NewmanLTC. These sessions will not be recorded.

04/12/2022: Introduction to CareForward by Thrivent
2022-04-12 13:00 - 14:00
Introduction to CareForward by Thrivent
Learn about the new combination long-term care (LTC) and life insurance solution from Thrivent. CareForward is designed to be highly competitive in the marketplace and offer maximum leverage if care is needed. We will provide an overview of this new solution, and give you a demo of our new comparison tool that illustrates CareForward alongside our traditional LTCi solution.
Register for an upcoming session: Tuesday, April 12 from 1-2pm CST
NOTE: At registration, when prompted for your Thrivent BGA, enter NewmanLTC. These sessions will not be recorded.

04/20/2022: Introduction to CareForward by Thrivent
2022-04-20 15:00 - 16:00
Introduction to CareForward by Thrivent
Learn about the new combination long-term care (LTC) and life insurance solution from Thrivent. CareForward is designed to be highly competitive in the marketplace and offer maximum leverage if care is needed. We will provide an overview of this new solution, and give you a demo of our new comparison tool that illustrates CareForward alongside our traditional LTCi solution.
Register for this upcoming session: Wednesday, April 20 from 3-4pm CST
NOTE: At registration, when prompted for your Thrivent BGA, enter NewmanLTC. These sessions will not be recorded.

5/18/22: Tax Advantages of SecureCare III
2022-05-18 13:00 - 14:00
SecureCare III offers unique tax advantages to some clients. Join us to take a deep dive into these strategies and learn how you can help some clients leverage SecureCare III’s unique premium structure to provide potential tax deductions and savings.
We’ll cover:

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

Register here.

5/19/22: Introducing Lincoln MoneyGuard Fixed Advantage
2022-05-19 13:00 - 14:00
WEBINAR: Introducing…MoneyGuard Fixed Advantage

Thursday, May 19, 2022
1 PM Central Daylight Time
Duration: 45 minutes

Attend a session on our newest addition to the Lincoln MoneyGuard® solutions suite, MoneyGuard Fixed Advantage ― a universal life insurance policy with a long-term care rider. This new offering is designed to provide clients with more flexibility and control for better LTC expense planning.

Agenda

Product overview – What’s new, What’s better
Competitive positioning in the marketplace
How you can partner with Lincoln

Important: At registration, when prompted for “Firm”, enter NewmanLTC to receive any follow-up items or tools discussed on the call.

Register here.

8/2/22: OneAmerica Lunch and Learn (Madison, WI)
2022-08-08 11:30 - 13:30
You are invited to these can’t-miss linked-benefit LTCi sessions designed for everyone from beginners to veterans.
These luncheon events package the best of OneAmerica’s half-day Care Solutions Universities into a training-rich 2 hour Lunch & Learn
The NewmanLTC team has attended the Care Solutions University (live and virtual) and we recommend this opportunity highly!
In our best-in-class Care Solutions University:
· Developing the Need for LTC coverage
· How to Navigate the Conversation
· Tools to help you with the sale.
· Industry, product and caregiving trends
· Strengths of OneAmerica
· HUGE Opportunities for you in 2022 and 2023
Important! Limited to the first 30 registrants. Attendees must reserve their spot by registering in advance. Walk-ins will not be allowed
REGISTER HERE

9/28/22: CLTC - Understanding the Tax Advantages of LTC Insurance for Business Owners
2022-09-28 13:00 - 14:00
Tax advantages on long-term care premiums can vary by business entity and individual opportunities. You need to know what your clients can expect and how those expectations can vary based on the type of product you recommend.
Join Shawn Britt, CLTC, for our September webinar and learn:
• How LTC premiums qualify for a tax deduction
• How to maximize tax deductions for C-Corporation owners wanting to purchase LTC coverage for themselves
• About tax breaks for owners of pass-through entities who purchase their LTC coverage through the business
• About the tax breaks for owners wanting to provide LTC coverage to employees
• About age-based limits; when they apply and when they don’t
Shawn Britt, CLU, ChFC, Director, Long-term Care Initiatives Advanced Consulting Group, Nationwide Financial. Shawn is known for her extensive work and expertise with LTC Riders, LTC Linked Benefit products, and the LTC hybrid solution marketplace.
Now is the time to get fully up-to-speed on the tax advantages associated with LTCi.
Sign Up Now

10/27/22: Intro to Thrivent's latest member benefit - Caregiver Resources from Dari by Homethrive
2022-10-27 15:00 - 16:00
A unique feature of being a fraternal insurer means that Thrivent clients receive membership benefits. These resources are meant to help clients at various stages of their journey.
While member benefits should not be used to entice the sale of a Thrivent solution, advisors should be aware of these perks available to members. This webinar will provide an overview of our member benefits as well as launch our newest member benefit – Caregiver Resources from Dari by Homethrive.
Dari by Homethrive is designed to provide resources to those needing extended care, or to those providing care. A one-stop resource with meaningful and useful information to better navigate the caregiving journey. It provides robust online resources, carefully curated by Homethrive. Dari also offers support from licensed care guides, all masters-level social workers with expertise in caregiving needs.
This member benefit is not tied to LTCi ownership, but is available to all Thrivent members. Learn more in this special launch session.
REGISTER HERE
Enter NewmanLTC when prompted for your Thrivent BGA.

10/31/22: LTC Impact Day with NAIFA (online event)
2022-10-31 08:00 - 16:00
Long-Term Care Impact Day 2022
Monday, October 31 | 9 am to 5 pm eastern

Long-term care may be a terrifying topic, but we are here to show why it doesn’t have to be at “Don’t Be Scared of Long-Term Care.”

Join NAIFA’s Limited & Extended Care Planning Center virtually this Halloween for a spooky series of sessions at the top of every hour to hear industry experts weigh in on the scariest topics in long-term care.

Each presentation will last 30 minutes, with 15 minutes left for questions and answers so you can get the insight and information that best suits you.

You are also welcome to hop in and out of the sessions to attend the talks that most interest you. All you need to do is register and one link gets you access for the entire day!

Sessions at a Glance*

9:00 am Eastern | Homes Are Not Mysterious Hideaways – They’re Assets!
10:00 am Eastern | Why Are We So Scared of Planning for LTC?
11:00 am Eastern | Don’t Be Left in the Dark!
12:00 pm Eastern | You Won’t Spook Your Clients
1:00 pm Eastern | Don’t Let LTC Bury Your Clients in Worry and Debt
2:00 pm Eastern | Solutions That Won’t Scare You
3:00 pm Eastern | Don’t Be Spooked by Living Benefit Riders
4:00 pm Eastern | Don’t Let LTC Planning Decisions Become a Daunting Nightmare
*Sessions subject to change
The event is completely free as a giveback to the industry from NAIFA and the Center’s partners
Register here: https://lecp.naifa.org/long-term-care-2022?

11/01/22: The Importance of LTC Planning, featuring Moshe Milevsky
2022-11-01 13:00 - 13:30
Tuesday, November 01, 2022 2:00 PM Eastern Daylight Time
30 minutes

Kick off Long-term Care Awareness Month with #MosheLive! On Tuesday November 1 at 2 p.m Easterm., join us for an exclusive, LIVE LTC event for financial professionals only, featuring Moshe Milevsky, Professor, Fintech Entrepreneur and author of 16 books.

Record inflation and market volatility are top of mind for nearly all Americans. Throughout our series, Moshe has discussed how long-term care solutions may mitigate portfolio risk while also offering options that help protect against inflation, increase potential for tax-advantaged growth and provide income tax-free benefits.

Now is your chance to register for this live event and hear Moshe Milevsky answer your questions!

Top 3 reasons NOT to miss this live event with Moshe Milevsky:

Hear Moshe answer your most pressing LTC planning questions
Learn strategies to build LTC plans that protect financial legacies
Gain more insight into managing healthy lifespans

REGISTER HERE
