In this session, we’re going to look at how you can prevent your clients from falling into the “self-funding” trap. Instead, you can help clients: • Get long-term care protection • Control their taxable income • Preserve capital growth, and minimize – or even avoid altogether – the • Medicare surcharge that hits high earners […]
Designed for producers and agencies looking for a repeatable way to create value in annuity-heavy books. Learn how to position a PPA-based annuity exchange for clients who are already mentally earmarking annuity dollars for future care, with the potential for tax-free LTC distributions and a streamlined screening experience. What You’ll Learn: • Who to target […]
Please join Rob Johnson and David Doherty from Lincoln Financial as they share how business owners are using long‑term care insurance as a strategic benefit: • to help recruit and retain key employees • provide high-value benefits for select employees • and potential received tax deductions on the LTC portion of the premiums Registration Link
Exclusive presentation for Farm Bureau: Please join Rob Johnson and David Doherty from Lincoln Financial as they share how business owners are using long‑term care insurance as a strategic benefit: • to help recruit and retain key employees • provide high-value benefits for select employees • and potential received tax deductions on the LTC portion […]
“The reports of my death are greatly exaggerated.” — Standalone Long-Term Care Insurance Combination products and short-term care get most of the attention. But they aren’t right for every client. Traditional long-term care insurance didn’t disappear—it evolved. Join Mike Simenstad of National Guardian Life and Craig Roers of Newman Long Term Care for a practical […]
Extended care is one of the biggest threats to retirement success—and one of the least planned for. This combination of two of our most popular sessions shows you how to change that. First, we reveal how longevity and extended care risks collide, and how to model the real financial impact of a care event inside […]
Join NewmanLTC and Mutual of Omaha to learn how to design meaningful coverage based on demographics. In this session, we will discuss: • Why one-size-fits-all illustrations fall short • Designing illustrations for middle class, upper-middle class, and affluent clients • Selecting riders that add value vs. unnecessary cost • Comparing Mutual of Omaha’s Custom vs. […]
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. […]
A key reason to consider insurance as part of your extended-care plan is for the many tax advantages LTCi offers. LTCi benefits are 100% tax-free and premiums may be deductible. […]
Join Caitlyn Harris of Mutual of Omaha as she explains: • Why the LTC conversation is often avoided • How to Identify client motivations and concerns • Creating a consistent […]
Exclusively for Farm Bureau: This session will be a great foundation for those newer to extended care planning or serve as a nice refresher for veteran producers. On this call, […]