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 […]
3/30: OneAmerica Care Solutions University 12:30 PM - 4:30 pm Central This half-day online event is the perfect opportunity to invest in your personal growth and take your Asset-Based long-term care business to the next level. In our best-in-class Care Solutions University: Having the LTC conversation Understanding LTC past and future The Need for Asset-Based […]
Our office will be closed on Friday for the holiday weekend We will re-open at 8:30 AM on Monday, April 5. If you have any meetings scheduled for the weekend, please contact us before 1 PM on Thursday so we may best assist you.
An exclusive half-day conference for females in the financial services industry, sponsored by Mutual of Omaha Thursday, April 8, 2021 9 AM - 1 PM Central Share this invite with the female financial professionals in your life! Join our knowledgeable line up of presenters for an event that will advocate, […]
Learn about the recent changes to NGL's LTC solution. Hear about their financial strength and recent upgrade by AM Best. REGISTER HERE
Tuesday 4/20: Deep Dive on Annuity Care Plan Designs Case studies built on real world examples. See how this solution can help more clients with a solution that goes from tax-deferred to tax-free for LTC. Register here