NewmanLTC

9/22/22: The ABCs of LTC - Mutual of Omaha Solutions
2022-09-22 11:00 - 12:00 (America/Chicago)
We go back to the basics for a refresher on the Mutual of Omaha LTCi solutions. We will also take a look at proven sales ideas on Mutual of Omaha’s benefits:
– Cash Benefit
– Calendar Day Elimination Period
– Inflation Options (1-5% in .25% increments).
You will leave this session with a renewed sense of confidence in Mutual of Omaha’s solutions.
Register here.

9/22/22: The ABCs of LTC with Mutual of Omaha
2022-09-22 11:00 - 12:00

9/08/22: NGL – Build your confidence in NGL’s underwriting
2022-09-08 10:30 - 11:30
Build your confidence in NGL’s underwriting
Join us for an informative webinar
Norman Seeman, 24-year industry veteran and NGL EssentialLTC’s Vice President of Underwriting and New Business, will share some new thinking in NGL’s underwriting approach. Many agents have already benefited from Norman’s underwriting knowledge and we believe you will too!
Secure your spot
Thursday, September 8: 10:30 a.m. – 11:30 a.m. CST
To enhance audience participation, these sessions will be limited to the first 25 registrants.

9/5/22: Office closed for Labor Day
2022-09-05
Please note our upcoming schedule:

Monday, 9/5: Closed for Labor Day
Tuesday, 9/6: Office re-opens at 8:30 AM Central

If you need quotes, pre-screening or other assistance for meetings over the holiday weekend, please contact us before Noon Central on Friday.

8/18/22: NGL – Build your confidence in NGL’s underwriting
2022-08-18 10:30 - 11:30
Build your confidence in NGL’s underwriting
Join us for an informative webinar
Norman Seeman, 24-year industry veteran and NGL EssentialLTC’s Vice President of Underwriting and New Business, will share some new thinking in NGL’s underwriting approach. Many agents have already benefited from Norman’s underwriting knowledge and we believe you will too!
Secure your spot
Thursday, August 18: 10:30 a.m. – 11:30 a.m. CST
To enhance audience participation, these sessions will be limited to the first 25 registrants.

8/17/22: Having the LTC Conversation - Insights from Consumer Research
2022-08-17 14:00 - 15:00
The biggest barrier to LTCi is waiting for prospects to raise their hand to buy. To serve younger and healthier clients, health discussions must be proactive. But who do you talk to, and what do you say? Join NewmanLTC and Mutual of Omaha as we discuss learnings from Mutual of Omaha’s Consumer Research. We will share data on who buys LTCi and what their motivations are when they purchase. This session should help you better identify good LTCi prospects.
Register here

8/2/22: OneAmerica Lunch and Learn (Madison, WI)
2022-08-08 11:30 - 13:30
You are invited to these can’t-miss linked-benefit LTCi sessions designed for everyone from beginners to veterans.
These luncheon events package the best of OneAmerica’s half-day Care Solutions Universities into a training-rich 2 hour Lunch & Learn
The NewmanLTC team has attended the Care Solutions University (live and virtual) and we recommend this opportunity highly!
In our best-in-class Care Solutions University:
· Developing the Need for LTC coverage
· How to Navigate the Conversation
· Tools to help you with the sale.
· Industry, product and caregiving trends
· Strengths of OneAmerica
· HUGE Opportunities for you in 2022 and 2023
Important! Limited to the first 30 registrants. Attendees must reserve their spot by registering in advance. Walk-ins will not be allowed
REGISTER HERE

8/4/22: OneAmerica Lunch and Learn (Milwaukee, WI)
2022-08-04 11:30 - 13:30

7/14/22: NGL – Build your confidence in NGL’s underwriting
2022-07-14 15:00 - 16:00
Build your confidence in NGL’s underwriting
Join us for an informative webinar
Norman Seeman, 24-year industry veteran and NGL EssentialLTC’s Vice President of Underwriting and New Business, will share some new thinking in NGL’s underwriting approach. Many agents have already benefited from Norman’s underwriting knowledge and we believe you will too!
Secure your spot
Thursday, July 14: 3 p.m. – 4 p.m. CST
To enhance audience participation, these sessions will be limited to the first 25 registrants.

6/23/22: NGL – Build your confidence in NGL’s underwriting
2022-06-23 10:30 - 11:30
Build your confidence in NGL’s underwriting
Join us for an informative webinar
Norman Seeman, 24-year industry veteran and NGL EssentialLTC’s Vice President of Underwriting and New Business, will share some new thinking in NGL’s underwriting approach. Many agents have already benefited from Norman’s underwriting knowledge and we believe you will too!
Secure your spot
Thursday, June 23: 10:30 a.m. – 11:30 a.m. CST
To enhance audience participation, these sessions will be limited to the first 25 registrants.

5/24/22: The Tax Advantages of Planning with LTC Insurance
2022-05-24 13:00 - 14:00
The Tax Advantages of Planning with LTC Insurance
Tuesday, May 24 at 1:00 PM Central

A key reason to consider insurance as part of your extended care plan is because LTCi has many tax advantages. The benefits are paid 100% tax-free and premiums might be deductible. This session was designed to provide sales ideas and help you identify LTCi prospects. In this session, we discuss:

Deductibility rules for individuals and businesses.
Using 1035 Exchanges
Dollar-for-dollar asset protection from state partnership plans.
The differences in deductibility between traditional and asset-based LTCi.
Case studies

Presented by Ronald Lutes, CFP, CLU, ChFC, RICP, CASL, CAP, FIC, Advanced Markets Consultant, Thrivent
Register here

5/19/22: Introducing Lincoln MoneyGuard Fixed Advantage
2022-05-19 13:00 - 14:00
WEBINAR: Introducing…MoneyGuard Fixed Advantage

Thursday, May 19, 2022
1 PM Central Daylight Time
Duration: 45 minutes

Attend a session on our newest addition to the Lincoln MoneyGuard® solutions suite, MoneyGuard Fixed Advantage ― a universal life insurance policy with a long-term care rider. This new offering is designed to provide clients with more flexibility and control for better LTC expense planning.

Agenda

Product overview – What’s new, What’s better
Competitive positioning in the marketplace
How you can partner with Lincoln

Important: At registration, when prompted for “Firm”, enter NewmanLTC to receive any follow-up items or tools discussed on the call.

Register here.

5/18/22: Tax Advantages of SecureCare III
2022-05-18 13:00 - 14:00
SecureCare III offers unique tax advantages to some clients. Join us to take a deep dive into these strategies and learn how you can help some clients leverage SecureCare III’s unique premium structure to provide potential tax deductions and savings.
We’ll cover:

What small business owners stand to gain from SecureCare III’s premium structure
How to use a health savings account to help fund LTC need
When an individual may be able to deduct a portion of their premium

Register here.

04/22/2022: Introduction to CareForward by Thrivent
2022-04-22 13:00 - 14:00
Introduction to CareForward by Thrivent
Learn about the new combination long-term care (LTC) and life insurance solution from Thrivent. CareForward is designed to be highly competitive in the marketplace and offer maximum leverage if care is needed. We will provide an overview of this new solution, and give you a demo of our new comparison tool that illustrates CareForward alongside our traditional LTCi solution.
Register for this upcoming session: Friday, April 22 from 1-2pm CST
NOTE: At registration, when prompted for your Thrivent BGA, enter NewmanLTC. These sessions will not be recorded.

04/20/2022: Introduction to CareForward by Thrivent
2022-04-20 15:00 - 16:00
Introduction to CareForward by Thrivent
Learn about the new combination long-term care (LTC) and life insurance solution from Thrivent. CareForward is designed to be highly competitive in the marketplace and offer maximum leverage if care is needed. We will provide an overview of this new solution, and give you a demo of our new comparison tool that illustrates CareForward alongside our traditional LTCi solution.
Register for this upcoming session: Wednesday, April 20 from 3-4pm CST
NOTE: At registration, when prompted for your Thrivent BGA, enter NewmanLTC. These sessions will not be recorded.

04/12/2022: Introduction to CareForward by Thrivent
2022-04-12 13:00 - 14:00
Introduction to CareForward by Thrivent
Learn about the new combination long-term care (LTC) and life insurance solution from Thrivent. CareForward is designed to be highly competitive in the marketplace and offer maximum leverage if care is needed. We will provide an overview of this new solution, and give you a demo of our new comparison tool that illustrates CareForward alongside our traditional LTCi solution.
Register for an upcoming session: Tuesday, April 12 from 1-2pm CST
NOTE: At registration, when prompted for your Thrivent BGA, enter NewmanLTC. These sessions will not be recorded.

04/07/2022: Introduction to CareForward by Thrivent
2022-04-07 10:00 - 11:30
Introduction to CareForward by Thrivent
Learn about the new combination long-term care (LTC) and life insurance solution from Thrivent. CareForward is designed to be highly competitive in the marketplace and offer maximum leverage if care is needed. We will provide an overview of this new solution, and give you a demo of our new comparison tool that illustrates CareForward alongside our traditional LTCi solution.
Register for an upcoming session: Thursday, April 7 from 10-11am CST
NOTE: At registration, when prompted for your Thrivent BGA, enter NewmanLTC. These sessions will not be recorded.

4/6/22: Securian's SecureCare III – what you need to know
2022-04-06 13:00 - 14:00
Join us to learn more about SecureCare™ III, a long-term care (LTC) and nonparticipating whole life insurance policy, featuring:

Simplified product design
Three return of premium options, including LTC Boost1
Enhanced flexibility to customize the policy for each client’s needs

Click here to RSVP: https://securian.zoom.us/webinar/register/WN_bMJU1iNBTOqgnVhFiK9E6w

3/16/22: The Art and Science of Influence and Persuasion
2022-03-16 12:00 - 12:45
The Art and Science of Influence and Persuasion
An exclusive event with Daniel Pink
Wednesday, March 16, 2022
12:00-12:45 PM Central
New York Times best-selling author Daniel Pink shares an exclusive perspective on the new ABCs of selling, influence, and persuasion. During this event you’ll learn how our world has changed more in the past 15 years than in the past 1500 years. We’ll cover the new research-based principles of selling and provide actionable examples and tools you can use to boost your effectiveness.
Daniel studies the science of influence and persuasion and his book To Sell is Human reveals the surprising truth about moving others
Brought to you by Lincoln Financial Distributors and Newman Long Term Care.
At registration, when prompted for Agency Upline, please enter NewmanLTC in order to receive any follow-up items that may be mentioned on the call.
This session will not be recorded.
For a taste of what you can expect from Daniel, watch the intro video for his MasterClass: https://www.youtube.com/watch?v=My7hjBp4wH0

3/10/22: Long-term Care – The Double-edged Sword for Women
2022-03-10 13:00 - 14:00
Long-term Care – The Double-edged Sword for Women
Women are the ones most likely to help care for a parent, care for a spouse and be the surviving spouse in retirement.
Join us to learn:

How the changing picture of retirement has affected long-term care planning
The profound effect LTC has on women and families
Solutions to help financially prepare your female clients for a LTC event

How to sign up:
Speaker: Shawn Britt, CLU, CLTC
Director, Long-Term Care Initiatives
When: March 10th, 2022 @ 2:00 EST
Register: https://nationwideinsurance.zoom.us/webinar/register/WN_HNBYswNiSsyhf7bgp8Cc-w

After registering, you will receive a confirmation email containing information about joining the webinar.

2/10/22: LTCi - What's Next After Washington State?
2022-02-10 10:00 - 11:00
LTCi: What’s Next After Washington State?
February 10th at 10 AM CST

Legislation that was assumed to be of interest only in Washington state took the LTC industry by storm and turned it up-side-down. Numerous states are now eyeing the possibility of enacting similar legislation.

Please join us to learn:

Other states considering similar LTC mandates
Learning from Washington state
Why private LTC insurance?
Nationwide — and how we can help

Presented by Newman Long Term Care and Nationwide insurance.

2/8/22: Best Practices for Underwriting with Mutual of Omaha (Webinar)
2022-02-08 11:30 - 12:00
Topics will include:

The importance of pre-screening health
Tips to help paint a picture of your client’s health
How to get a positive outcome
Understanding the timing for when to apply
A deep dive into what the decision process looks like

Register here: https://newmanltc.zoom.us/webinar/register/WN_-Eaz0-TsRv-P1bEZVBcQFw
This session will not be recorded.

1/17/22: Office Closed
2022-01-17
The NewmanLTC office will be closed in observance of Martin Luther King, Jr. Day.

11/18: Mutual of Omaha: LTCi Claims Webinar
2021-11-18 11:30 - 12:30
LTCi Claims Webinar
November 18
11:30 AM – 12:30 PM CT

Join Mutual of Omaha’s leadership as they share the good news stories of their LTCi claims.

At registration, when prompted for “Organization”, enter NewmanLTC so we may get you any follow-up materials mentioned on the call.

At this time, we do not know whether this session will be recorded.

Register here: https://mutualofomaha.zoom.us/webinar/register/WN_MFTyN_YJQEelBA_26H-HSw

10/21: Webinar - What’s Next in the LTC World after Washington State
2021-10-21 13:00 - 14:00
The WA Cares Fund created a surge in interest around long term care planning. Other states are considering similar initiatives and the federal government is exploring LTC funding legislation as well. Learn what the future of LTC might look like in this presentation from Nationwide Financial.
Thursday, October 21st at 2pm ET
Click here to register.

10/13: NGL - Underwriting Webinar with Chief Underwriter
2021-10-13 12:00 - 13:00
Learn what NGL’s LTCi underwriting is all about
If you haven’t signed up already, ​​​​​​Join our Chief Underwriter, Paul Weber on Wednesday, October 13, 2021, at 12 p.m. CST for an hour long session to go over National Guardian Life Insurance Company’s (NGL) overall underwriting philosophy, our ideal applicant and we’ll discuss all that YOU told u
The topics we’ll be covering were either compiled from surveys or were a direct result of conversation with the field. Click here to register.
Our goal is transparency – we want to be sure you know what to expect when you submit an NGL LTCi application.
Don’t miss this session so you can reduce unexpected declines and get as much of your business approved as possible!s you wanted to hear.

9/7: OneAmerica Self-Funding Illusion (webinar)
2021-09-07 10:30 - 11:00
Register today!
Please join us for the weekly webinar series. Just need to register once for the whole series

8/18: CE Event - The New LTC Equation: The Changing Roles of Money, Health, Family and Dignity
2021-08-18 13:00 - 14:00
The New Long-Term Care Equation:

The Changing Roles of Money, Health, Family and Dignity

Presented by Lincoln Financial

Dr. Ken Dychtwald, Ph.D., founder and CEO of Age Wave, will share his research-driven insights on how a longevity revolution is creating a growing need for long-term care planning.
During this event you will learn:

How people are seeking financial guides to help them achieve their goals
Help your clients prepare for long-term care costs and consider their care preferences
Questions to start these important planning conversations.

CE credit available: CFA, CFP, CIMA, CLU/CHFC, CPA, CPWA, CRPC, CRPS, FPQP, TX CPA (Insurance CE is NOT available)

Register here: https://event.on24.com/eventRegistration/EventLobbyServlet?target=reg20.jsp&partnerref=dmc&eventid=3313377&sessionid=1&key=D19535DD4EBE5F60343D26A86BE9E504&regTag=&V2=false&sourcepage=register

8/13: OneAmerica Deep-Dive: Creating Value for Table Rated Clients
2021-08-13 10:00 - 11:00
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 10 a.m. CT.
Each session is intended to last 15 to 40 minutes.
A schedule of deep dive webinar topics is listed below.

7/16 – Care Solutions: Two Approaches to the LTC Conversation
7/30 – Lifetime vs Limited Duration
8/13 – Creating Value for Table Rated Clients
8/27 – Indexed Annuity Care
9/10 – Qualified Funding Options
9/24 – Business Insurance with Asset Care

Register here: Registration (gotowebinar.com)
When prompted for your OneAmerica organization, please enter NewmanLTC in order to receive any follow-up items mentioned on the call.

7/30: OneAmerica Deep-Dive: Lifetime vs Limited Duration
2021-07-30 10:00 - 11:00
