NewmanLTC

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 (America/Chicago)
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.

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
