Nationwide
Events
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When Does 3% Beat 6%? Reframing “Safe Money” as an LTC Strategy Webinar
Joe Taylor of Nationwide will help us understand how to utilize a Challenger Approach to disrupt the “we’ll just use the annuity if care happens” mindset and show why long-term care is a duration problem, not a rate-of-return problem. Advisors will see how repositioning “safe money” can open the door to deeper LTC planning conversations. […]
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Engaging Families, Not Just Policyholders: Growing Relationships with Caregiver Advocate Webinar
Joe Taylor of Nationwide will show advisors how to expand relationships beyond the policyowner by inviting spouses, adult children, and other caregivers onto the Caregiver Advocate platform. Attendees will learn to: • Bring family members and caregivers into the planning conversation and strengthen household relationships. • Turn caregiving questions (e.g., “Where do we start?”) into […]
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Nationwide Advanced Strategies for High Net Worth Families – Liquidity, Legacy, and LTC Webinar
Designed for advanced practitioners, this webinar shows how LTC coverage can solve liquidity issues, protect estate plans, and support multi-generational wealth strategies through gifting and trust-based planning. Attendees will learn: Registration […]
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