Lincoln Financial Group commissioned Versta Research, to conduct two surveys—one among producing financial professionals and one among consumers. The goal was to explore current long-term care attitudes, experiences, and planning. One recurring theme throughout from both advisors and their clients, was the concern about the affordability of long-term care insurance. On this call, we will […]
To reach more middle-income families and have more proactive conversations, the extended care conversation needs to be simplified, the need must be established and initial coverage must be seen as affordable. Thrivent is introducing a Foundational Plan design for Thrivent's traditional LTCi that will simplify the initial discussion, help FAs avoid giving clients sticker shock, […]
Mutual of Omaha has been the leader in traditional LTCi sales for over a decade. They work with some of the most successful advisors in the country. They have pulled together some of the top tips from the pros, designed to help you introduce LTC and make it affordable. On this webinar we will discuss: […]
Join us to learn about Securian's SecureCare III solution. In addition to a product refresher on their cash indemnity solution, we will discuss: Can't attend? All registrants will be sent a replay link after the event.
Credit hours: 1 | Not Approved in: CO, IA, NV, NJ Intended for CFP,CPE,CLU/ChFC & CIMA July 17, 2024 at 1:00 PM CT This course will focus on the long-term care market and how a rider added to a life insurance policy may be just the strategy many of people need to help reach their […]
Credit hours: 1 | Not available for state insurance credit Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS July 18, 2024 at 1:00 PM CT Offering holistic guidance to clients is more than just putting a plan in place. It's key to working with clients about planning for the process of aging with dignity and understanding the […]
Credit hours: 1 | Not Approved in: NJ, DC Intended for CFP, CIMA, CLU, ChFC July 23, 2024 at 1:00 PM CT Are you able to meet the expectations of clients who want your guidance regarding Medicare and health care costs in retirement? In this CE presentation, learn how to set yourself apart with our […]
New Life for Old Assets! There is a total of $2.8 trillion currently in annuities. Many of these annuity assets are just sitting, waiting to be used. If they’re never used, any gains are taxable to heirs at death. Help give new life to these stagnant annuities with annuity-based solutions from OneAmerica®: Learn how these […]
OneAmerica recently published an update to their original 2022 consumer study. On this call we will share key findings, including: We will also look at the increasingly popular Base Annuity concept for funding LTCi with OneAmerica: