02/03/23: OneAmerica Deep Dive Webinar – Creating Value for Table Rated Clients
2023-02-03 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 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.

Understanding LTC Tax Advantages and Tax Reporting of LTC Combo and Hybrid Products
2024-01-25 13:00 - 14:00
With all of the different LTC products on the market today, it is not always clear which LTC products have deductible premiums, and which don’t. There is also confusion on the tax forms that are sent to clients and what they really mean. Please join us to learn about the following:

LTC tax advantages for business owners and employees

Joint Life policies – how tax advantages work

Clarifying Section 1035 exchange rules for LTC

LTC and IRS Form 1099-R – who receives it, why it is sent, and what it reports

IRS 1099-LTC – what it actually reports

IRS Tax Form 8853 for LTCWho needs to file it?

How easy is it to complete

Lincoln MoneyGuard's Pricing Improvements
2024-02-06 13:00 - 14:00
Start 2024 in the green by taking advantage of MoneyGuard Solutions pricing improvements on MoneyGuard Fixed Advantage® and MoneyGuard® II. Our improved pricing will get your year off to a fast start and help ensure that clients commit to a long-term care planning strategy in 2024.

Start 2024 in the green. Register now.

OneAmerica Webinar: Product Training on Hybrid Life or Annuity LTC
2024-02-16 10:00 - 11:00, 2024-03-01 10:00 - 11:00, 2024-03-15 10:00 - 11:00, 2024-04-12 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 Here: https://register.gotowebinar.com/rt/8369574190275010573

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.

Nationwide CareMatters Update
2024-04-03 14:00 - 15:00
Offering cash benefits for long-term care needs

Join us to learn about two asset-based LTC solutions from Nationwide Financial.CareMatters II—an industry leading indemnity solution that provides cash benefits, allowing for flexibility in caregiving and paying for unlicensed informal caregivers. Care Matters II also provides the largest residual death benefit of all linked-benefit solutions. It also offers a unique indexed rate inflation rider based on grown in the US Medical CPI.

CareMatters Together—a new second-to-die LTC linked benefit solution. CareMatters Together, like CareMatters II, is a cash indemnity long term care solution with many features and benefits to help your clients prepare for the costs associated with LTC services. Since CareMatters Together is built on a second-to-die chassis, it has new features like joint waiver of premium and expanded underwriting.

Learn how both solutions work, how they differ, tax misconceptions around indemnity solutions and share the many great resources Nationwide has created to help you start extended care conversations.

Winning Her Business: Four Motivators Framework, including Elevate Your Connections
2024-04-22 13:00 - 14:00
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.

Winning Her Business: Inspire Clients
2024-04-23 13:00 - 14:00

Winning Her Business: Build Confidence
2024-04-24 13:00 - 14:00

The Great Retirement Income Gap
2024-04-24 14:00 - 15:00
If 70 percent of your clients needed to find an extra $70,000 a year to cover their expenses, would you be concerned? This is what could happen if they face a retirement income gap, jeopardizing the strategy you’ve worked so hard to create. The great retirement income gap happens when individuals’ or couples’ needs drastically change — unexpectedly — and their expenses suddenly exceed their budget. The cause could be a chronic health condition or disability that requires long-term care (LTC) services.

We will review:

– OneAmerica’s multiple products to address the LTC issue, including a unique joint-life approach for couples

– Ensight – Illustration software that tells a story

– Insights from Producer and Consumer research

Winning Her Business: Show Your Appreciation
2024-04-25 13:00 - 14:00
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.
