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NAIFA's Limited & Extended Care Planning Center

The LECP Center empowers professionals to network with solution and service providers to share best practices, directly access subject matter experts, research, training and resources; and provide thought leadership so we may continue to address the changing needs of the market.

1 min read

Having a Partner to Help Grow Your Sales

By Carroll Golden on Jan 22, 2020 1:17:41 PM

(Video) The second session in a series of sessions from the Limited & Extended Care Planning Center. This session was live from the NAIFA Performance + Purpose Conference in 2019.

This session features speakers from LTCIPartners, Advanced Resources Marketing, and ASH Brokerage.

1 min read

Innovation in the Extended and Long Term Care Marketplace

By Carroll Golden on Jan 21, 2020 5:02:53 PM

The NAIFA Limited & Extended Care Planning Center proudly presents: Innovation in the Extended and Long Term Care Marketplace. One of our live sessions from the 2019 Performance + Purpose Conference. 

1 min read

Webinar: Long Term Care Planning - 2019 in Review

By Tom Riekse Jr. on Jan 16, 2020 11:00:00 AM

Join LTCI Partners Managing Director, Tom Riekse and VP, Pat Bradley for a wrap up of Long Term Care in 2019. 

In this 30-minute discussion, LTCI Partners recaps some of this year’s top sales strategies, industry news, carrier highlights and more.

"We'll even forecast what’s to come in 2020 as it relates to Long-Term Care planning."

LTC Client Identifier

By ASH Brokerage on Jan 13, 2020 5:00:00 PM

One size does not fit all when it comes to planning for extended or long term care. A client in the 40's doesn't "hear" information in the same way as a client in their 50's or 60's. ASH brokerage's brochure offers you targeted approaches for different ages and needs.

Topics: Client Point of Need LTC/Extended Care-State Initiatives

Corporate Resolution Example

By ARM on Jan 10, 2020 10:41:00 AM

View a sample of a corporate resolution.  For the full version of the document, please contact ARM.

Topics: Long Term Care Planning in Advance Employee Benefits

What is the Secondary Market Potential for Life Settlements?

By GWG Holdings, Inc. on Jan 9, 2020 10:39:00 AM

 

Topics: Life Insurance Benefits Funding
2 min read

Managing Long-Term Care Spending Risks in Retirement

By OneAmerica on Jan 7, 2020 10:27:48 AM

Download White Paper

By: Wade D. Pfau, Ph.D., CFA, and Michael Finke, Ph.D., CFP®

All retirees must plan today for the possibility that they will experience significant long-term care health expenditures. Large unplanned expenses, such as those relating to long-term care, have the potential to wreak havoc on a retirement income plan.

3 min read

Optimizing Retirement Income by Combining Actuarial Science and Investments

By Wade D. Pfau, Ph.D., CFA on Dec 11, 2019 1:00:00 PM

Actuarial science principles can contribute to better retirement outcomes. Actuarial science allows personal retirement planning to be treated more like a defined-benefit pension plan. These plans can pool financial market risks between different cohorts and can pool longevity risk between different individuals within the same cohort.

4 min read

Legacy Planning for Your Clients

By Dan Pierson on Dec 9, 2019 4:18:45 PM

The steps outlined in this article will help you work with your clients to implement effective legacy planning programs.

In my time as a financial advisor, I was primarily focused on providing my clients with wealth accumulation and distribution strategies. More often than not, the solution involved the use of life insurance, taking advantage of its tax-free accumulation and distribution benefits.

How to Have a Meaningful LTC Conversation with Clients (Podcast)

By LTCI Partners on Nov 22, 2019 12:30:00 PM

Joy Loverde is the Author of "Who will take of me when I'm Old?" and the best seller "The Complete Eldercare Planner".  In this 10-minute discussion with Steve Cain of LTCI Partners, Joy talks about what to say and what to avoid when broaching the topic of planning.

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