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. […]
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Events
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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. […] |
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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 […] |
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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, […] |
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