A Deep-Dive on Thrivent's Traditional LTCi Solution
2023-11-08 13:00 - 14:00 (America/Chicago)
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 (Christmas Day)
2023-12-25 08:00 - 17:00

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, 2024-03-15 10:00 - 11:00, 2024-04-12 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.

6 Simple Steps to Better LTCi Sales
2024-03-21 14:00 - 15:00
Hot on the heels of the 2024 ILTCI Conference, you are invited to join us for an update on Mutual of Omaha’s long-term care solutions.

Product review

What’s new with Mutual of Omaha?

Which benefits and plan designs are hot right now?

Top ways to start a LTCi discussion?

6 Steps to LTCi Sales

Concepts or trends from the ILTCI conference earlier that week

Can’t attend? This session will be recorded. Register now to receive the replay.

NewmanLTC Office Closed (Good Friday)
2024-03-29 08:00 - 17:00

Nationwide CareMatters Update
2024-04-03 14:00 - 15:00
Offering cash benefits for long-term care needs

Join us to learn about two asset-based LTC solutions from Nationwide Financial.CareMatters II—an industry leading indemnity solution that provides cash benefits, allowing for flexibility in caregiving and paying for unlicensed informal caregivers. Care Matters II also provides the largest residual death benefit of all linked-benefit solutions. It also offers a unique indexed rate inflation rider based on grown in the US Medical CPI.

CareMatters Together—a new second-to-die LTC linked benefit solution. CareMatters Together, like CareMatters II, is a cash indemnity long term care solution with many features and benefits to help your clients prepare for the costs associated with LTC services. Since CareMatters Together is built on a second-to-die chassis, it has new features like joint waiver of premium and expanded underwriting.

Learn how both solutions work, how they differ, tax misconceptions around indemnity solutions and share the many great resources Nationwide has created to help you start extended care conversations.

Winning Her Business: Four Motivators Framework, including Elevate Your Connections
2024-04-22 13:00 - 14:00
Lincoln’s Center for Financial Planning Excellence is excited to present the event series Winning Her Business® featuring Bridget Brennan, CEO of the strategic advisory firm Female Factor and bestselling author of Why She Buys and Winning Her Business.

Join us to learn practical relationship-building tips for winning women’s business — tips you can use with all clients — and hear actionable insights to grow your business and enhance loyalty. These webinars will help you build your business across all lines and services, not just long-term care planning.

Can’t attend live? Automatically receive the replay when you register.

Winning Her Business: Inspire Clients
2024-04-23 13:00 - 14:00

Winning Her Business: Build Confidence
2024-04-24 13:00 - 14:00

The Great Retirement Income Gap
2024-04-24 14:00 - 15:00
If 70 percent of your clients needed to find an extra $70,000 a year to cover their expenses, would you be concerned? This is what could happen if they face a retirement income gap, jeopardizing the strategy you’ve worked so hard to create. The great retirement income gap happens when individuals’ or couples’ needs drastically change — unexpectedly — and their expenses suddenly exceed their budget. The cause could be a chronic health condition or disability that requires long-term care (LTC) services.

We will review:

– OneAmerica’s multiple products to address the LTC issue, including a unique joint-life approach for couples

– Ensight – Illustration software that tells a story

– Insights from Producer and Consumer research

Winning Her Business: Show Your Appreciation
2024-04-25 13:00 - 14:00
Lincoln’s Center for Financial Planning Excellence is excited to present the event series Winning Her Business® featuring Bridget Brennan, CEO of the strategic advisory firm Female Factor and bestselling author of Why She Buys and Winning Her Business.

Join us to learn practical relationship-building tips for winning women’s business — tips you can use with all clients — and hear actionable insights to grow your business and enhance loyalty. These webinars will help you build your business across all lines and services, not just long-term care planning.Can’t attend live? Automatically receive the replay when you register.

Product refresher—4 Reasons Why NGL
2024-05-08 14:00 - 15:00
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

We’ll also discuss:

return of premium / surrender options

1035 exchanges

worksite & executive carve out opportunities

Don’t miss this session so you can see how EssentialLTC can be designed to be a viable solution for many clients.

Can’t make the event live? Register now to receive any replay information.

Multigenerational LTC protection for no add'l cost
2024-05-16 01:00 - 01:30
Retain, Recover & Redeploy Premium – The MoneyGuard Benefit Transfer Rider

Join us for an upcoming 20 minute webinar as we review our Benefit Transfer Rider. This built-in feature allows MoneyGuard® policyholders to:

Maintain Control with the Power of Choice

Retain, Recover and Redeploy Premium Dollars

NOTE: When prompted for “Your primary BGA or IMO for long-term care”, enter NewmanLTC in order to receive any materials featured on the call.

NewmanLTC Office Closed (Memorial Day)
2024-05-27 08:00 - 17:00
