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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.

Worksite LTCI and Your Employer Clients

By ARM on 9/4/19 12:44 PM

 

LTCI gives employers the opportunity to reinvest recent tax savings in top employees. Learn more by watching the video below.

Topics: Long Term Care Financial Planning Extended Care Worksite Benefits Tax Savings Advanced Planning Worksite Tax Benefits

Decision Tree for Stand-Alone vs Combo LTCi

By Target/Ash on 7/15/19 1:00 PM

Do your clients need help deciding between Stand Alone and Combo products? Use this decision tree to assist in their decision.

Topics: Life Insurance Financial Planning Advanced Planning Combo Products Sales & Marketing

Interview with Carroll Golden and Claude Thau - Why Buy Now?

By Target/Ash on 6/27/19 2:02 PM

 LECP Executive Director Carroll Golden discusses Lifestyle Planning with Claude Thau in detail. When should you buy LTC? What role does a client's health play in pricing?

 


Topics: Long Term Care Financial Planning Extended Care Products Advanced Planning Traditional LTCI Sales & Marketing Prospecting

Interview with Carroll Golden and Claude Thau Discussing Self Insurance

By Target/Ash on 6/21/19 2:22 PM

Claude Thau discusses self-insuring options with LECP Executive Director Carroll Golden. This is a great option for some clients, learn how to discuss it with them through a role play example.

Topics: Long Term Care Marketing Extended Care Funding Advanced Planning Sales & Marketing Grow Your Business

Client Needs Questionnaire

By ASH Brokerage on 6/5/19 11:00 AM

It is sometimes very effective to use a questionnaire to start the conversation about preparedness or qualifying for extended or long term care. Or, use this questionnaire with your clients to help you determine which product and design to recommend for them. ASH Brokerage has many tools so contact them for the ones that will help you to grow your practice.

Topics: Financial Planning Planning in Advance Lifestyle Planning Voluntary Benefits Health Questionnaire Advanced Planning Technology Tools Sales & Marketing

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