NewmanLTC

11/17/22: Thrivent LTCi Leadership Panel
2022-11-17 11:00 - 12:00 (America/Chicago)
A discussion with the team that builds, prices, and underwrites Thrivent’s traditional and linked-benefit solutions. We will discuss Thrivent’s commitment to the industry and what the future may look like for Thrivent’s extended care options. Hear from:
– Actuaries
– Underwriters
– Wholesalers
– Product Development
– Claims

REGISTER HERE

11/03/22: Making the most of LTC Awareness Month
2022-11-03 13:00 - 14:00
Join Mutual of Omaha’s marketing leaders as they share proven and new tools to help you raise awareness around extended care planning. Discover new tools to add to your marketing toolkit.
REGISTER HERE

11/01/22: The Importance of LTC Planning, featuring Moshe Milevsky
2022-11-01 13:00 - 13:30
Tuesday, November 01, 2022 2:00 PM Eastern Daylight Time
30 minutes

Kick off Long-term Care Awareness Month with #MosheLive! On Tuesday November 1 at 2 p.m Easterm., join us for an exclusive, LIVE LTC event for financial professionals only, featuring Moshe Milevsky, Professor, Fintech Entrepreneur and author of 16 books.

Record inflation and market volatility are top of mind for nearly all Americans. Throughout our series, Moshe has discussed how long-term care solutions may mitigate portfolio risk while also offering options that help protect against inflation, increase potential for tax-advantaged growth and provide income tax-free benefits.

Now is your chance to register for this live event and hear Moshe Milevsky answer your questions!

Top 3 reasons NOT to miss this live event with Moshe Milevsky:

Hear Moshe answer your most pressing LTC planning questions
Learn strategies to build LTC plans that protect financial legacies
Gain more insight into managing healthy lifespans

REGISTER HERE

10/31/22: LTC Impact Day with NAIFA (online event)
2022-10-31 08:00 - 16:00
Long-Term Care Impact Day 2022
Monday, October 31 | 9 am to 5 pm eastern

Long-term care may be a terrifying topic, but we are here to show why it doesn’t have to be at “Don’t Be Scared of Long-Term Care.”

Join NAIFA’s Limited & Extended Care Planning Center virtually this Halloween for a spooky series of sessions at the top of every hour to hear industry experts weigh in on the scariest topics in long-term care.

Each presentation will last 30 minutes, with 15 minutes left for questions and answers so you can get the insight and information that best suits you.

You are also welcome to hop in and out of the sessions to attend the talks that most interest you. All you need to do is register and one link gets you access for the entire day!

Sessions at a Glance*

9:00 am Eastern | Homes Are Not Mysterious Hideaways – They’re Assets!
10:00 am Eastern | Why Are We So Scared of Planning for LTC?
11:00 am Eastern | Don’t Be Left in the Dark!
12:00 pm Eastern | You Won’t Spook Your Clients
1:00 pm Eastern | Don’t Let LTC Bury Your Clients in Worry and Debt
2:00 pm Eastern | Solutions That Won’t Scare You
3:00 pm Eastern | Don’t Be Spooked by Living Benefit Riders
4:00 pm Eastern | Don’t Let LTC Planning Decisions Become a Daunting Nightmare
*Sessions subject to change
The event is completely free as a giveback to the industry from NAIFA and the Center’s partners
Register here: https://lecp.naifa.org/long-term-care-2022?

10/27/22: Intro to Thrivent's latest member benefit - Caregiver Resources from Dari by Homethrive
2022-10-27 15:00 - 16:00
A unique feature of being a fraternal insurer means that Thrivent clients receive membership benefits. These resources are meant to help clients at various stages of their journey.
While member benefits should not be used to entice the sale of a Thrivent solution, advisors should be aware of these perks available to members. This webinar will provide an overview of our member benefits as well as launch our newest member benefit – Caregiver Resources from Dari by Homethrive.
Dari by Homethrive is designed to provide resources to those needing extended care, or to those providing care. A one-stop resource with meaningful and useful information to better navigate the caregiving journey. It provides robust online resources, carefully curated by Homethrive. Dari also offers support from licensed care guides, all masters-level social workers with expertise in caregiving needs.
This member benefit is not tied to LTCi ownership, but is available to all Thrivent members. Learn more in this special launch session.
REGISTER HERE
Enter NewmanLTC when prompted for your Thrivent BGA.

10/12/22: Government Incentives for Owning LTCi
2022-10-12 13:00 - 14:00
Join NewmanLTC and Mutual of Omaha as we discuss some of the government incentives for LTCi ownership including:
– Tax Advantages
– Tax Credits or Incentives
– Asset Protection via the State Partnership Programs
Learn how Mutual of Omaha’s LTCi solutions offers what may be the largest variety of partnership qualifying inflation options.

Register here.

9/28/22: CLTC - Understanding the Tax Advantages of LTC Insurance for Business Owners
2022-09-28 13:00 - 14:00
Tax advantages on long-term care premiums can vary by business entity and individual opportunities. You need to know what your clients can expect and how those expectations can vary based on the type of product you recommend.
Join Shawn Britt, CLTC, for our September webinar and learn:
• How LTC premiums qualify for a tax deduction
• How to maximize tax deductions for C-Corporation owners wanting to purchase LTC coverage for themselves
• About tax breaks for owners of pass-through entities who purchase their LTC coverage through the business
• About the tax breaks for owners wanting to provide LTC coverage to employees
• About age-based limits; when they apply and when they don’t
Shawn Britt, CLU, ChFC, Director, Long-term Care Initiatives Advanced Consulting Group, Nationwide Financial. Shawn is known for her extensive work and expertise with LTC Riders, LTC Linked Benefit products, and the LTC hybrid solution marketplace.
Now is the time to get fully up-to-speed on the tax advantages associated with LTCi.
Sign Up Now

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