NAIFA's Limited & Extended Care Planning Center

3 min read

NAIFA's Limited & Extended Care Planning Center Top Reads from Q2 2022

By NAIFA on 7/26/22 3:15 PM

NAIFA's Limited & Extended Care Planning Center is focused on bringing you comprehensive information to help your business thrive in the long-term care sector. Below are the most read and most relevant articles by professionals like you from this last quarter (April to June 2022), written by NAIFA and our dedicated partners.

Want to see more of this content, or have a suggestion of topics you would like to see discussed? Let us know at lecp@naifa.org.

Annuities and LTC Insurance: Two Case Studies in Planning

By NAIFA

Annuities can be an important part of long-term care planning, Tom Riekse, ChFC, CLU, CEBS, Managing Director at LTCi Partners, told attendees of NAIFA’s Limited and Extended Care Planning Center webinar. “Unfortunately, there has probably not been as much emphasis on how they can work together in a plan for care as there should be based on some of the great benefits available.”

1 min read

OneAmerica’s Tim Vannoy Presents on Hybrid Annuities and Long-Term Care Provisions

By NAIFA on 6/30/21 5:30 PM

The June LECP webinar featured OneAmerica Sales Director, Tim Vannoy, who presented the “Hybrid Annuities and the Long-Term Care Provisions.” Using case studies, Vannoy addressed the following issues:

Who would benefit from the Pension Protection Act?
How large is the market for the Pension Protection Act?
How can a client get tax-deferred gains out tax-free?

Complimentary CE at this Exclusive Webinar Presented by Mutual of Omaha Mortgage

By Beth Helberg on 5/5/21 4:26 PM

NAIFA partner Mutual of Omaha Mortgage is offering a webinar on Tuesday, May 18^th at 1:00 p.m. central, with industry expert Wade Pfau, Ph.D., CFA, RICP as he discusses how different types of annuities work.

3 min read

Annuities and LTC Insurance: Two Case Studies in Planning

By NAIFA on 6/29/20 4:00 PM

Broker Tools- Annuity Review Worksheet

By OneAmerica on 8/22/19 2:44 PM

An annual annuity review makes smart business sense for you and your clients! The reasons your clients originally purchased an annuity may have changed over time, so it’s important to make sure the type of annuity held matches the intended use.

1 min read

3 Creative Ways Annuities can Fund LTC Insurance

By LTCI Partners on 7/31/19 9:30 AM

According to insurance industry research group LIMRA annuity sales had their best quarter in nearly 10 years with 62.1 billion in 4th quarter 2018 sales, up 22% year over year. LTCI Partners show you 3 creative ways to use Annuities to fund extended care needs.

1 min read

3 Creative Ways that Annuities can Fund LTC Insurance

By LTCI Partners on 3/28/19 12:16 PM

According to insurance industry research group LIMRA annuity sales had their best quarter in nearly 10 years with 62.1 billion in 4th quarter 2018 sales, up 22% year over year.

Life Settlements: Understanding the Life Insurance Secondary Market and its Value to Consumers

By GWG Life, LLC on 3/22/19 3:44 PM

Download GWG LIFE's White Paper on Life Settlements.