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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.

3 min read

Annuities and LTC Insurance: Two Case Studies in Planning

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

Annuities can be an important part of long-term care planning, Tom Riekse, ChFC, CLU, CEBS, Managing Director at LTCi Partnerstold 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.”

Topics: Annuities Long Term Care

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.

Topics: Annuities Broker General Agency
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.

Topics: Annuities Retirement Planning Sales & Marketing Tax Benefits Linked Benefits Prospecting
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.

Topics: Annuities LTC/Extended Care-State Initiatives Blogs

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. 
Topics: Annuities Long Term Care Life Insurance Funding Tax Savings Tax Benefits

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