Please join Rob Johnson and David Doherty from Lincoln Financial as they share how business owners are using long‑term care insurance as a strategic benefit: • to help recruit and retain key employees • provide high-value benefits for select employees • and potential received tax deductions on the LTC portion of the premiums Registration Link
Exclusive presentation for Farm Bureau: Please join Rob Johnson and David Doherty from Lincoln Financial as they share how business owners are using long‑term care insurance as a strategic benefit: • to help recruit and retain key employees • provide high-value benefits for select employees • and potential received tax deductions on the LTC portion […]
“The reports of my death are greatly exaggerated.” — Standalone Long-Term Care Insurance Combination products and short-term care get most of the attention. But they aren’t right for every client. Traditional long-term care insurance didn’t disappear—it evolved. Join Mike Simenstad of National Guardian Life and Craig Roers of Newman Long Term Care for a practical […]
Extended care is one of the biggest threats to retirement success—and one of the least planned for. This combination of two of our most popular sessions shows you how to change that. First, we reveal how longevity and extended care risks collide, and how to model the real financial impact of a care event inside […]
Join NewmanLTC and Mutual of Omaha to learn how to design meaningful coverage based on demographics. In this session, we will discuss: • Why one-size-fits-all illustrations fall short • Designing illustrations for middle class, upper-middle class, and affluent clients • Selecting riders that add value vs. unnecessary cost • Comparing Mutual of Omaha’s Custom vs. […]
Joe Taylor of Nationwide will help us understand how to utilize a Challenger Approach to disrupt the “we’ll just use the annuity if care happens” mindset and show why long-term care is a duration problem, not a rate-of-return problem. Advisors will see how repositioning “safe money” can open the door to deeper LTC planning conversations. […]
A key reason to consider insurance as part of your extended-care plan is for the many tax advantages LTCi offers. LTCi benefits are 100% tax-free and premiums may be deductible. This course is designed to provide sales ideas, help you identify LTCi prospects, and familiarize you with: • Deductibility rules for individuals and businesses. • […]
Join Caitlyn Harris of Mutual of Omaha as she explains: • Why the LTC conversation is often avoided • How to Identify client motivations and concerns • Creating a consistent LTC sales track • Effective leading questions and a three-step sales plan • Risk without fear-based selling • LTC planning vs. selling coverage and premium […]
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, […]