Winning Her Business: Show Your Appreciation
2024-04-25 13:00 - 14:00 (America/Chicago)
Lincoln’s Center for Financial Planning Excellence is excited to present the event series Winning Her Business® featuring Bridget Brennan, CEO of the strategic advisory firm Female Factor and bestselling author of Why She Buys and Winning Her Business.

Join us to learn practical relationship-building tips for winning women’s business — tips you can use with all clients — and hear actionable insights to grow your business and enhance loyalty. These webinars will help you build your business across all lines and services, not just long-term care planning.Can’t attend live? Automatically receive the replay when you register.

Multigenerational LTC protection for no add'l cost
2024-05-16 01:00 - 01:30
Retain, Recover & Redeploy Premium – The MoneyGuard Benefit Transfer Rider

Join us for an upcoming 20 minute webinar as we review our Benefit Transfer Rider. This built-in feature allows MoneyGuard® policyholders to:

Maintain Control with the Power of Choice

Retain, Recover and Redeploy Premium Dollars

NOTE: When prompted for “Your primary BGA or IMO for long-term care”, enter NewmanLTC in order to receive any materials featured on the call.

What are consumers looking for in a long-term care plan?
2024-06-05 14:00 - 15:00
Lincoln Financial Group commissioned Versta Research, to conduct two surveys—one among producing financial professionals and one among consumers. The goal was to explore current long-term care attitudes, experiences, and planning.

One recurring theme throughout from both advisors and their clients, was the concern about the affordability of long-term care insurance.

On this call, we will discuss the consumer research and will share good starting points in MoneyGuard plan design to present a solution that gets your foot in the door with affordable (yet meaningful) coverage.

Can’t make the live event? All registrants will receive a replay link after the webinar.

Cash Indemnity and Guaranteed Premiums for Long-Term Care?
2024-07-10 14:00 - 15:00
Join us to learn about Securian’s SecureCare III solution. In addition to a product refresher on their cash indemnity solution, we will discuss:

Target markets

Who are the best prospects?

Who is buying SecureCare III?

How do you get the conversation started?

Why prospects are attracted to Linked Benefit products.

How are SecureCare III policies typically structured?

Can’t attend? All registrants will be sent a replay link after the event.

Free CE - Long-term care planning: Are your clients prepared?
2024-07-17 13:00 - 14:00
Credit hours: 1 | Not Approved in: CO, IA, NV, NJ

Intended for CFP,CPE,CLU/ChFC & CIMA

July 17, 2024 at 1:00 PM CT

This course will focus on the long-term care market and how a rider added to a life insurance policy may be just the strategy many of people need to help reach their financial planning objectives. We will focus on the fact that without proper planning, long-term care can be the greatest threat to financial security today.

When asked for Broker/Dealer, please enter NewmanLTC

NOTE: NewmanLTC is not hosting these CE presentations. Please connect with the Nationwide presenter after the webinar with any questions or issues about the presentation or CE credits.

Free CE - Helping clients prepare to age with dignity
2024-07-18 13:00 - 14:00
Credit hours: 1 | Not available for state insurance credit

Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS

July 18, 2024 at 1:00 PM CT

Offering holistic guidance to clients is more than just putting a plan in place. It’s key to working with clients about planning for the process of aging with dignity and understanding the risks that come with longevity, all while remaining vigilant with wealth management and retirement plans.

When asked for Broker/Dealer, please enter NewmanLTC

NOTE: NewmanLTC is not hosting these CE presentations. Please connect with the Nationwide presenter after the webinar with any questions or issues about the presentation or CE credits.

Free CE - Understanding healthcare costs & their impact on retirement
2024-07-23 13:00 - 14:00
Credit hours: 1 | Not Approved in: NJ, DC

Intended for CFP, CIMA, CLU, ChFC

July 23, 2024 at 1:00 PM CT

Are you able to meet the expectations of clients who want your guidance regarding Medicare and health care costs in retirement? In this CE presentation, learn how to set yourself apart with our value-added content.

When asked for Broker/Dealer, please enter NewmanLTC

NOTE: NewmanLTC is not hosting these CE presentations. Please connect with the Nationwide presenter after the webinar with any questions or issues about the presentation or CE credits.

Getting inside the minds of long-term care prospects
2024-10-09 14:00 - 15:00
OneAmerica recently published an update to their original 2022 consumer study. On this call we will share key findings, including:

Many consumers (44%) want more guidance and information on LTC options.

Younger consumers prioritizing LTC and feel more confident in their plan.

74% think they are likely to need LTC services.

We will also look at the increasingly popular Base Annuity concept for funding LTCi with OneAmerica:

Book review creates opportunities, especially at the end of the year.

From Tax-deferred to Tax-free for LTC.

Underwriting ease, 4 knockout questions, “instant approval”.

Long term care - The double-edged sword for women (Webinar)
2024-11-12 13:00 - 14:00
Credit hours: 1 | Not approved in: OK

Intended for ASPPA, CFP, CIMA, CLU/ChFC, CRPC, CRPS & CPE

This course will provide the student with a description of the issues surrounding long-term care and specifically issues women are likely to face. The program will include discussion on retirement and aging, the need for long-term care in the United States, and costs surrounding this care. We will also discuss the impact long-term care needs have on the caregiver as well as the cared for and who is more likely to need the protection of long-term care insurance coverage. The students will get an overview of government programs including Medicare, Medicaid and CLASS. In addition, this course will cover the different options available to the consumer for obtaining long-term care protection. Finally, we will discuss several options the financial planner may utilize to help the consumer decide how to fund such coverage.

When asked for Broker/Dealer, please enter NewmanLTC

NOTE: NewmanLTC is not hosting these CE presentations, we are promoting Nationwide’s event. Please connect with the Nationwide presenter after the webinar with any questions or issues about the presentation or CE credits.

OneAmerica Deep Dive: Cash & Reimbursement—A Claims Story
2025-01-17 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 11 a.m. ET. Each session is intended to last 15 to 40 minutes. A schedule of deep dive webinar topics is listed below.

1/17 – Cash & Reimbursement: A Claims Story

1/31 – LTC Claims: A Deeper Dive into the 3 C’s & the Process

2/14 – Caregiver Study

2/28 – To Inflate or Not to Inflate?

3/14 – Why Joint Life/LTC?

3/28 – Inherited IRA/Annuity for LTC

IMPORTANT: At registration, when prompted for “What marketing organization or financial institution do/would you put your OneAmerica business through?”, enter NewmanLTC so that we can provide you with any follow-up materials mentioned on the call and any replays that may be available.

OneAmerica LTC Claims: A Deeper Dive into the 3 C's & the Process
2025-01-31 10:00 - 10:30

OneAmerica Caregiver Study
2025-02-14 10:00 - 10:30

CE: Understanding of LTC tax advantages and tax reporting
2025-02-19 13:00 - 14:00
Nationwide offers free live continuing education sessions designed to help you deepen your client relationships by being well-informed about the subjects they care about.

To be awarded CE credit you must attend the full session and answer all polling questions. These sessions are considered “carrier-sponsored” and are not recorded.

NOTE: NewmanLTC not hosting these CE presentations. Please connect with the Nationwide presenter after the webinar with any questions or issues about the presentation or CE credits.

Understanding of LTC tax advantages and tax reporting

Credit hours: 1 | Not approved in: CO, IA and NV

Attend this presentation to find out how LTC benefits can be tax-free, based on either a set daily amount or the actual costs incurred. Learn about the tax advantages and HSA eligibility of regular LTC policies, discover potential deductions for business owners, and get tips on simplified tax reporting, covering linked benefit policies and rules for policy exchanges.

OneAmerica To Inflate or Not to Inflate?
2025-02-28 10:00 - 10:30

Helping Clients Prepare for Extended Care
2025-03-05 14:00 - 15:00
One of the greatest risks to any retirement plan is an unfunded long-term care need. Many advisors and their clients believe extended care planning to be complicated, but it doesn’t have to be.

﻿Join NewmanLTC and Lincoln Financial to learn about:

The Disconnect and Range of LTC Options

Making the Case for LTC Planning

Consumer Sentiment

How to Have “The Conversation”

Integrating LTC Into the Financial Plan – Case Studies

We will also have a brief review of Lincoln’s MoneyGuard solution and how it can help solve your clients’ planning needs.

OneAmerica Why Joint Life/LTC?
2025-03-14 10:00 - 10:30

OneAmerica Inherited IRA/Annuity for LTC
2025-03-28 10:00 - 10:30

Lincoln MoneyGuard Fixed Advantage® (2025) launches
2025-03-31 08:00 - 2025-04-14 17:00
Lincoln MoneyGuard Fixed Advantage 2025 will launch on April 14 in most states, replacing the currently sold MoneyGuard Fixed Advantage®– 01/22/24.

Summary of Key Updates

Point 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.

Life 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.

Increases for Specified Amount will be allowed—Allows for the flexibility to potentially increase benefits post issue.

Pricing 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%

See the bulletin for full details including implementation timelines.

Deep-Dive Webinar: Qualified Funding Options
2025-04-11 10:00 - 11:00
The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to asset-based long-term care (LTC) protection.

Join our free webinars every other Friday 10 a.m. CT. Each session is intended to last 15 to 40 minutes.

A schedule of deep dive webinar topics is listed below.

4/11/25 – Qualified Funding Options

4/25/25 – Inherited IRA/Annuity for LTC

5/09/25 – The Self-Funding Illusion

6/06/25 – Why Joint Life/LTC?

6/20/25 – Adaptable Annuities

7/18/25 – Stacking Strategy

8/01/25 – Lifetime vs Limited Duration

8/15/25 – Care Solutions: Two Approaches to the LTC Conversation

9/12/25 – Asset Care: One-Liners & Handling Objections

9/26/25 – Business Insurance with Asset Care

Register here: Registration

The New Wealth Transfer: Making Room for Long-Term Care Insurance (LTCi) Planning in Wealth Transfer Plans
2025-04-17 13:00 - 14:00
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:

The need to fortify wealth transfer plans of the mass affluent against long-term care expenses;

Why “self-funding” (i.e., paying out of pocket) potential long-term care expenses is a losing financial proposition for the high net worth; and

Retaining indirect access to trust owned LTCi benefits.

Presenter: 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.

IMPORTANT: 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.

Deep-Dive Webinar: Inherited IRA/Annuity for LTC
2025-04-25 10:00 - 11:00
The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to asset-based long-term care (LTC) protection.

﻿Join our free webinars every other Friday 10 a.m. CT. Each session is intended to last 15 to 40 minutes.

A schedule of deep dive webinar topics is listed below.

4/11/25 – Qualified Funding Options

4/25/25 – Inherited IRA/Annuity for LTC

5/09/25 – The Self-Funding Illusion

6/06/25 – Why Joint Life/LTC?

6/20/25 – Adaptable Annuities

7/18/25 – Stacking Strategy

8/01/25 – Lifetime vs Limited Duration

8/15/25 – Care Solutions: Two Approaches to the LTC Conversation

9/12/25 – Asset Care: One-Liners & Handling Objections

9/26/25 – Business Insurance with Asset Care

Register here: Registration

Intro to New and Improved Lincoln MoneyGuard Fixed Advantage 2025
2025-04-30 13:00 - 14:00
Wednesday, April 30 from 1-2 PM Central

Join us to learn about our NEW enhancements built to:

Offer greater choice and flexibility to your clients

Expand new planning opportunities with business owners

Unlock new opportunities to benefit your clients and grow your practice

Register now for our product update webinar on April 30th to hear how we can open new opportunities in your business with our latest enhancements.

At Registration, when prompted for BGA Affiliation, please enter NewmanLTC to receive any follow-up materials referenced on the call.

LTCi Tax Incentives for Businesses
2025-04-30 14:00 - 15:00
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.

Join Joseph Taylor from Nationwide, as he gives us a quick look at the LTCi Tax Incentives for Businesses.

Structuring LTCi solutions for tax deductibility

Hierarchy of tax advantages

Value of the “above the line” deduction

Corporate and small business tax advantages for owners

Designing a linked-benefit policy for maximum tax advantages

Business owned policies on an employee

Deep-Dive Webinar: The Self-Funding Illusion
2025-05-09 10:00 - 11:00

The NEW Lincoln MoneyGuard Fixed Advantage® (2025)
2025-05-28 14:00 - 15:00
Please join us, along with Rob Johnson from Lincoln Financial, as we review the their NEW Lincoln MoneyGuard Fixed Advantage® (2025). Highlights include:

Illustration Updates

NEW Point of Claim payment option (Indemnity and Reimbursement!)

NEW Life and LTC premium split reporting

NEW Increases for Specified Amount will be allowed

Deep-Dive Webinar: Why Joint Life/LTC?
2025-06-06 10:00 - 11:00

Paying LTC Premiums Using the Company Checkbook
2025-06-18 13:00 - 14:00
Business owners love to use the company checkbook to pay for expenses. Hear how to use the company checkbook to pay for long term care premiums for business owners.

During registration: When asked “What marketing organization or financial institution do you work with for OneAmerica products?” please enter NewmanLTC so we can follow up with any resources mentioned on the call.

Deep-Dive Webinar: Adaptable Annuities
2025-06-20 10:00 - 11:00

Innovative underwriting—How CareMatters is evolving
2025-07-16 00:30 - 01:00
Join us for a roundtable discussion on recent underwriting enhancements for our Nationwide CareMatters® products and how they’ll benefit you and your clients who are seeking long-term care coverage.

Register here: https://nationwideinsurance.zoom.us/webinar/register/WN_kxy6DbsXRw-MR1ImzaRNtw

When asked for Firm/Company, please enter NewmanLTC

Deep-Dive Webinar: Stacking Strategy
2025-07-18 10:00 - 11:00
