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 […]
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, Mutual of Omaha will share: • Why long-term care planning matters • What long-term care is and how policies work • Coverage components, benefit triggers, […]
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 Link
This Mutual of Omaha webinar is exclusively for Farm Bureau. Learn: • Why the LTC conversation is often avoided • How to identify client motivations & concerns • How to […]