04/07/2022: Introduction to CareForward by Thrivent
2022-04-07 10:00 - 11:30 (America/Chicago)
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

11/17/22: Thrivent LTCi Leadership Panel
2022-11-17 11:00 - 12:00
A discussion with the team that builds, prices, and underwrites Thrivent’s traditional and linked-benefit solutions. We will discuss Thrivent’s commitment to the industry and what the future may look like for Thrivent’s extended care options. Hear from:
– Actuaries
– Underwriters
– Wholesalers
– Product Development
– Claims

REGISTER HERE

01/16/23: Office Closed for Martin Luther King Jr. Day
2023-01-12

02/03/23: OneAmerica Deep Dive Webinar – Creating Value for Table Rated Clients
2023-02-03 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 at 10 a.m. CT. Each session is intended to last 15 to 40 minutes.
Register at: https://register.gotowebinar.com/register/4603004678205028621
IMPORTANT: At registration, when asked “What marketing organization or financial institution do/would you put your OneAmerica business through?” enter NewmanLTC so we can get you any follow-up pieces that might be mentioned on the call.

02/17/23: OneAmerica Deep Dive Webinar – The OneAmerica Story
2023-02-17 10:00 - 10:30

03/03/23: OneAmerica Deep Dive Webinar – The Self-Funding Illusion
2023-03-03 10:00 - 10:30

03/17/23: OneAmerica Deep Dive Webinar – Inherited IRA/Annuity for LTC
2023-03-17 10:00 - 10:30

03/21/23: Get Your Client to Yes: Overcome Obstacles to Change
2023-03-21 12:00 - 12:45
People have natural anti-persuasion radars — the more you push, the more they push back. Hear Dr. Jonah Berger, author of The New York Times bestseller, The Catalyst: How to Change Anyone’s Mind, discuss the five key barriers to change and how to help guide clients toward a better outcome — even when the pushback is strong.
Interested in attending, but can’t make it? Register anyway and you’ll automatically receive the replay.

3/23/23: Thrivent - Multiple Extended Care Solutions
2023-03-23 14:00 - 15:00
Mar 23, 2023 02:00-3:00 PM Central Time
Thrivent now has two great LTCi solutions. There is a benefit-rich traditional policy, as well as CareForward-a linked-benefit solution designed on a life insurance chassis. Both are backed by an A++ rated fraternal insurer, that is now available to independent producers. We’ll discuss the benefits and sweet spots for where each Thrivent solution shines.
Thrivent – Multiple Extended Care Solutions

03/31/23: OneAmerica Deep Dive Webinar – Asset Care: Creating Financial Certainty in Uncertain Times
2023-03-31 10:00 - 10:30

04/13/23: Grow Your Sales Using Asset-Based LTC to Attract and Retain Key Employees
2023-04-13 13:00 - 13:45
Looking for a way for your employer client to retain and attract top talent? Join NewmanLTC as we host Lincoln Financial’s Advanced Sales Senior Consultant, Ryan Patton, and Sales Vice President Rob Johnson to learn about how a Section 162 Executive Bonus using Lincoln MoneyGuard can help reward and retain key employees.
We’ll also get a quick industry update on Lincoln’s recent pricing improvements and their first-of-a-kind Benefit Transfer Rider.

Introduction to CareForward by Thrivent
2023-04-27 14:00 - 15:00
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.
Introduction to CareForward by Thrivent

Introducing CareMatters Together
2023-07-20 13:00 - 14:00
Nationwide CareMatters Together℠ is the first cash indemnity, linked-benefit LTC solution for two lives. This means a couple can be insured on the same policy and can both benefit from cash indemnity.It offers the predictability your clients need because the premium, LTC benefits and death benefits are all guaranteed.Register today to learn more!

CareMatters Underwriting Webinar (Nationwide)
2023-07-27 12:00 - 13:00
As part of Nationwide’s Underwriting Awareness Month webinars we encourage you to learn about the underwriting around their linked-benefit solution, CareMatters II. Learn best practices for getting your clients issued and learn about Nationwide’s underwriting niches.

OneAmerica – Care Solutions Product Overview
2023-08-18 10:00 - 11:00, 2023-09-15 10:00 - 11:00, 2023-09-29 10:00 - 11:00, 2023-10-13 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:

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 prompted for “What marketing organization or financial institution do you work with for OneAmerica products?”, enter NewmanLTC so we can send any follow-up materials that may be mentioned on the call.

Turning Quotes Into Client Sales Experiences
2023-08-25 10:00 - 11:00
OneAmerica® Care Solutions, in collaboration with Ensight, is excited to announce the availability of a first-of-its-kind offering, to support more effective long-term care (LTC) conversations between financial professionals and their clients.

Rather than relying solely on quote numbers, this interactive tool can enhance client sales experiences through storytelling. The storytelling approach can help financial professionals and clients connect to understand the problem at hand and make educated choices on LTC protection strategies. With nearly 70% of individuals aged 65 and older needing some form of long-term care services in their lifetime*, this new storytelling capability can create additional opportunities for meaningful conversations.

A recent study conducted by OneAmerica and Hanover Research revealed that long-term care planning is often neglected, or in many cases avoided as a discussion topic between clients and their financial professionals. The research discovered that only 54% of the financial professionals surveyed are having long-term care planning conversations with their clients. It also found that 21% of financial professionals have never offered LTC coverage, and 25% offered it at some point but no longer do.

Learn more about this interactive storytelling tool on an upcoming webinar.

WHEN REGISTERING: When prompted for “What marketing organization or financial institution do/would you put your OneAmerica business through?”, please enter NewmanLTC so our team can get you any follow-up materials mentioned on the call.

A Deep-Dive on CareForward by Thrivent—a linked-benefit LTCi solution
2023-12-06 13:00 - 14:00
Learn about the combination long-term care (LTC) and life insurance solution from Thrivent. CareForward is designed to offer maximum leverage if care is needed. We will provide an overview of this solution, and give you a demo of our new comparison tool that illustrates CareForward alongside our traditional LTCi solution.

Webinar: OneAmerica's Linked-Benefit LTC Planning Strategies
2024-01-18 14:00 - 15:00
At some point in their lives, most people will need long-term care support. The stats don’t lie. But most people don’t respond to stats, they respond to meaningful conversations.Let’s explore the information you can use to start the discussion with your clients. Join us as OneAmerica shares new consumer research and shares sales strategies to help you find success with their asset-based life or annuity solutions.
