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 — […]
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 — […]
National Guardian Life is making a name for itself in LTCi by offering innovative solutions not often seen with traditional LTCi: We'll also discuss: Don’t miss this session so you can see how EssentialLTC can be designed to be a viable solution for many clients. Can't make the event live? Register now to receive any […]
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: NOTE: When prompted for "Your primary BGA or IMO for long-term care", enter NewmanLTC in order to receive any materials featured on […]
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 […]
To reach more middle-income families and have more proactive conversations, the extended care conversation needs to be simplified, the need must be established and initial coverage must be seen as affordable. Thrivent is introducing a Foundational Plan design for Thrivent's traditional LTCi that will simplify the initial discussion, help FAs avoid giving clients sticker shock, […]
New Life for Old Assets! There is a total of $2.8 trillion currently in annuities. Many of these annuity assets are just sitting, waiting to be used. If they’re never used, any gains are taxable to heirs at death. Help give new life to these stagnant annuities with annuity-based solutions from OneAmerica®: Learn how these […]
OneAmerica recently published an update to their original 2022 consumer study. On this call we will share key findings, including: We will also look at the increasingly popular Base Annuity concept for funding LTCi with OneAmerica:
Join Corri Campbell, National Sales Director, and Bill Comfort, Director of Training for CLTC, for a discussion on the essential topic of long-term care planning. In this informative webinar, you'll learn effective strategies for initiating conversations with clients about the importance of preparing for future care needs. Discover insights into the financial implications of long-term […]
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 […]
Learn about the benefit-rich standalone LTCi product, backed by an A++ rated fraternal insurer, that is now available to independent producers. We'll discuss the benefits, riders and sweet spots where […]
While most people acknowledge that planning for long-term care is important, they don’t have a clear understanding of the risks associated with a long-term care event. Consider: • 1 in 5 households provide LTC to someone over age 18 • The average cost of home health care is $70,058.56 annually • 50% of people entering […]