OneAmerica – Care Solutions Product Overview
2023-08-18 10:00 - 11:00, 2023-09-15 10:00 - 11:00, 2023-09-29 10:00 - 11:00, 2023-10-13 10:00 - 11:00 (America/Chicago)
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following:

Setting up the LTC sale

Covering two individuals under one policy

Lifetime benefits and the advantages

Use of IRA, 401k, 403b to pay for LTC

Guaranteed premiums for LTC

Convert NQ annuities to tax-free for LTC

When prompted for “What marketing organization or financial institution do you work with for OneAmerica products?”, enter NewmanLTC so we can send any follow-up materials that may be mentioned on the call.

Worksite LTCi Solutions from LifeSecure
2023-08-23 13:00 - 14:00 | https://register.gotowebinar.com/rt/5924859573290948448
More than half of Americans say they need LTC insurance, yet few have set aside money to plan for LTC needs. LifeSecure’s worksite LTCi is a simple, flexible solution that can help your clients and their employees plan ahead for their future financial and long term care needs.

At this live session, you’ll learn:

An overview of our straightforward plan design and coverage options that can meet a family’s unique needs

Competitive hot points and positioning tips to help you sell

How LifeSecure simplifies selling and takes the “work” out of worksite, from proposals to enrollment to administration

Register here.

Turning Quotes Into Client Sales Experiences
2023-08-25 10:00 - 11:00
OneAmerica® Care Solutions, in collaboration with Ensight, is excited to announce the availability of a first-of-its-kind offering, to support more effective long-term care (LTC) conversations between financial professionals and their clients.

Rather than relying solely on quote numbers, this interactive tool can enhance client sales experiences through storytelling. The storytelling approach can help financial professionals and clients connect to understand the problem at hand and make educated choices on LTC protection strategies. With nearly 70% of individuals aged 65 and older needing some form of long-term care services in their lifetime*, this new storytelling capability can create additional opportunities for meaningful conversations.

A recent study conducted by OneAmerica and Hanover Research revealed that long-term care planning is often neglected, or in many cases avoided as a discussion topic between clients and their financial professionals. The research discovered that only 54% of the financial professionals surveyed are having long-term care planning conversations with their clients. It also found that 21% of financial professionals have never offered LTC coverage, and 25% offered it at some point but no longer do.

Learn more about this interactive storytelling tool on an upcoming webinar.

WHEN REGISTERING: When prompted for “What marketing organization or financial institution do/would you put your OneAmerica business through?”, please enter NewmanLTC so our team can get you any follow-up materials mentioned on the call.

Labor Day—Office Closed
2023-09-04 08:00 - 17:00
Our office will be closed on September 4th in observance of Labor Day.

NewmanLTC Office Closed (Christmas Day)
2023-09-28 08:00 - 17:00, 2023-12-25 08:00 - 17:00

Why partner with a NewmanLTC specialist for joint work?
2023-10-03 14:00 - 15:00
What is the easiest way to grow your LTCi business? Partner with a NewmanLTC specialist.

Learn how our team can save you hours of work, increase your placement, and help you drive revenue.

Register here.

Make the most of LTC Awareness Month with Mutual of Omaha
2023-10-10 13:00 - 14:00
November is Long-Term Care Awareness Month. Are you ready? Join Mutual of Omaha and Newman Long Term Care as we discuss proven ways to start the extended care conversation. We’ll also review Mutual of Omaha’s consumer awareness tools so you can help raise awareness in November around this critical planning need.

In this session, you will learn:

• How to identify the ideal LTCi prospects in your book of business• Proven questions to engage your clients in this discussion• How to reframe someone’s perception of what long-term care is and how it can be funded

Multiple Solutions for Extended Care Planning with Thrivent
2023-10-11 13:00 - 14:00
Learn about two benefit-rich LTCi products, backed by an A++ rated fraternal insurer, that are now available to independent producers. Thrivent’s traditional LTCi policy offers robust features and great value, while our linked-benefit solution (CareForward) solves for both life insurance or LTCi needs.

At registration, when prompted for your Thrivent BGA, enter NewmanLTC to receive any follow-up items mentioned on the call.

Integrating Extended Care Planning into your Practice (Farm Bureau)
2023-10-18 14:00 - 14:30
This event is exclusive to Farm Bureau Financial Services.

Clients and financial professionals agree LTC is important, yet only 9% of clients have planned for it.

In this session, Lincoln Financial Group will share:

• The Planning Gap and How to Bridge the Gap• Consumer research on the topics and messages that resonate with clients• Advisor tips on building LTCi discussions into your clients’ planning process

Final day to submit apps for 5% Mutual of Omaha bonus
2023-10-31 08:00 - 17:00
Long-term care insurance can help your clients prepare for the unexpected, while also earning you a 5% bonus during this sales contest!

Contest Rules:

Applications must be submitted between August 1 and October 31, 2023 to be eligible

Eligible policies must be placed by November 15, 2023

To qualify, producers must achieve a minimum ANBP of $25,000

Producers must maintain a 65% placement rate

Cash award will be paid out on your regular commission statement

All normal exclusions apply

Click here for full details.

A Deep-Dive on Thrivent's Traditional LTCi Solution
2023-11-08 13:00 - 14:00
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 Thrivent shines.

This session provides a deeper look at Thrivent’s traditional LTC solution, including:• A refresher on Thrivent’s differentiators against others in the industry.• Innovative inflation options• Case studies showcasing plan design concepts.• Underwriting niches and the importance of prescreening health.• Caregiver resources

Linked-Benefit LTC Planning Strategies with OneAmerica
2023-11-09 13:00 - 14:00
At some point in their lives, most people will need long-term care support. The stats don’t lie. But most people don’t respond to stats, they respond to meaningful conversations.Let’s explore the information you can use to start the discussion with your clients. Join us as OneAmerica shares new consumer research and shares sales strategies to help you find success with their asset-based life or annuity solutions.

NewmanLTC Office Closed (Thanksgiving)
2023-11-23 08:00 - 17:00

NGL: Product Training Refresher-4 Reasons Why...
2023-11-28 13:00 - 14:00
National Guardian Life is making a name for itself in LTCi by offering innovative solutions not often seen with traditional LTCi:

– Unlimited Benefits– Shared Care as a Third Pool for Couples– Accelerated Payment Options (10-Pay and Single Pay)– Worksite LTCi options

A Deep-Dive on CareForward by Thrivent—a linked-benefit LTCi solution
2023-12-06 13:00 - 14:00
Learn about the combination long-term care (LTC) and life insurance solution from Thrivent. CareForward is designed to offer maximum leverage if care is needed. We will provide an overview of this solution, and give you a demo of our new comparison tool that illustrates CareForward alongside our traditional LTCi solution.

NewmanLTC Office Closed (New Year's Day)
2024-01-01 08:00 - 17:00

Improved quoting experience with Mutual of Omaha
2024-01-01 08:00 - 17:00
Beginning January 1, 2024, MutualCare Solutions Desktop Software will no longer be available to quote Mutual of Omaha long-term care products. If you are still using the MutualCare Solutions Desktop Software to quote these products, we encourage you to transition to the WinFlex Web platform as soon as possible.

WinFlex Web is free to run quotes and on December 13, 2023, when you visit WinFlex Web you will notice the illustrations have a newly designed look for a better experience for you and your clients.

If you haven’t already registered for WinFlex Web you can find instructions here.

NewmanLTC Office Closed (Martin Luther King Jr. Day)
2024-01-15 08:00 - 17:00

Webinar: OneAmerica's Linked-Benefit LTC Planning Strategies
2024-01-18 14:00 - 15:00

Understanding LTC Tax Advantages and Tax Reporting of LTC Combo and Hybrid Products
2024-01-25 13:00 - 14:00
With all of the different LTC products on the market today, it is not always clear which LTC products have deductible premiums, and which don’t. There is also confusion on the tax forms that are sent to clients and what they really mean. Please join us to learn about the following:

LTC tax advantages for business owners and employees

Joint Life policies – how tax advantages work

Clarifying Section 1035 exchange rules for LTC

LTC and IRS Form 1099-R – who receives it, why it is sent, and what it reports

IRS 1099-LTC – what it actually reports

IRS Tax Form 8853 for LTCWho needs to file it?

How easy is it to complete

Lincoln MoneyGuard's Pricing Improvements
2024-02-06 13:00 - 14:00
Start 2024 in the green by taking advantage of MoneyGuard Solutions pricing improvements on MoneyGuard Fixed Advantage® and MoneyGuard® II. Our improved pricing will get your year off to a fast start and help ensure that clients commit to a long-term care planning strategy in 2024.

Start 2024 in the green. Register now.

Mutual of Omaha - Learn more about 2024 LTC Taxation
2024-02-14 10:00 - 11:00
Join the Mutual of Omaha Advanced Markets team for an overview of the tax advantages of using long-term care insurance to fund an extended care event. Benefits are paid tax-free and individuals or businesses may be able to deduct some or all of their premiums.

Register here: https://mutualofomaha.zoom.us/webinar/register/4217025809972/WN_70Jjs9IWTzS-md0d2HZdEw.

OneAmerica Webinar: Product Training on Hybrid Life or Annuity LTC
2024-02-16 10:00 - 11:00, 2024-03-01 10:00 - 11:00
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details:

Setting up the LTC sale

Covering two individuals under one policy

Lifetime benefits and the advantages

Use of IRA, 401k, 403b to pay for LTC

Guaranteed premiums for LTC

Convert NQ annuities to tax-free for LTC

Register Here: https://register.gotowebinar.com/rt/8369574190275010573

During registration: When asked “What marketing organization or financial institution do you work with for OneAmerica products?” please enter NewmanLTC so we can follow up with any resources mentioned on the call.

NewmanLTC Office Closed (President’s Day)
2024-02-19 08:00 - 17:00

A Deep-Dive on Thrivent's Traditional LTCi Solution
2024-03-06 14:00 - 15:00
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 Thrivent shines.

This session provides a deeper look at Thrivent’s traditional LTC solution, including:

A refresher on Thrivent’s differentiators against others in the industry.

Innovative inflation options

Underwriting niches and the importance of prescreening health.

Caregiver resources

Our recent upgrade to lifetime renewals

Important: At registration, be sure to enter NewmanLTC to receive any resources discussed on the call or to receive a replay link.
