For the last 115 years, Lincoln Financial Group has been helping Americans secure their financial futures. Over the last 30+ years, we’ve demonstrated an unwavering commitment to helping clients plan for long-term care expenses and backed that commitment with an industry-leading claims management process. Join us for a discussion to understand why Lincoln MoneyGuard is […]
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 from 10 to 10:30 a.m. CT. 1/29 – CareScout In this webinar, we will dive into the newest included benefit with Asset Care. CareScout brings enhanced care coordination, […]
Continuing Education for your insurance license and designations Approved to provide carrier-sponsored Insurance CE in: AZ, CA, CO, FL, ID, IL, IN, IA, KS, MI, MN, MO, MT, NE, NJ, NC, ND, NM, OK, PA, SD, TX, UT, WI, WY. CE has been filed and should be approved in OH before the class. In addition, […]
Your clients want benefits, not hassle And that’s what they’ll get with SecureCare Universal Life’s cash indemnity benefit for long-term care (LTC). You’ll learn all this and more when you join Newman Long Term Care and Jon Thomas from Securian Financial for a short webinar covering SecureCare’s fundamentals on February 4 at 3 PM Central. […]
Given the ever-changing LTCi marketplace, it's time to take another look at where Thrivent fits from a benefit, carrier strength, and underwriting standpoint. It is a great addition to anyone's LTCi portfolio. Learn about the benefit-rich traditional long term care solution backed by strength and stability of the world’s largest fraternal benefit society Robust features: Issue ages 18 […]
Join the NewmanLTC team to learn the basics of what you (and your clients) should know. Throughout this presentation, we will provide sales ideas and help you identify prospects to target. The tax deductibility rules for individuals and for businesses Using Health Savings Accounts or 1035 Exchanges to efficiently fund a policy The Pension Protection […]
Looking for an edge on your next LTC case? How about showing prospects how they can use tax-advantaged dollars to help fund a SecureCare Universal Life policy? Join Newman Long Term Care and Jon Thomas from Securian Financial for a webinar on February 18 at 3 PM to learn how you can help some clients […]
Join us to learn about the unique tax advantaged opportunities related to Long Term Care Planning. Thomas Fridrich, JD, CLU, ChFC, Advanced Markets Specialist with Mutual of Omaha will share the following: - General IRC Codes related to tax deductibility - Discussion of entities who are eligible – How do I profile & segment? - […]
Register here: https://newmanltc.zoom.us/webinar/register/WN_75FzG8XvQru9EHmUjyEGCw
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 asked, "What marketing organization or financial institution do you work with?", enter NewmanLTC. REGISTER HERE
Transamerica will discontinue sales of our individual, standalone Long Term Care (LTC) business on March 31, 2021. INDIVIDUALLY SOLD, STANDALONE LTC Paper, fax, and LTC eApp applications must be signed, dated, and received by us no later than March 31, 2021. Applications for individual coverage received on or after April 1, 2021, will not be […]
3/23: Making the LTC conversation an integral part of retirement planning with Lincoln Financial Group 1:00 PM Central During this presentation, we’ll review: Research about what advisors and clients are thinking when it comes to long-term care The growing need for planning How to frame the conversation, and Incorporating long-term care planning in your practice […]