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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.

Interview #2: Chris Oretis

By GWG Life, LLC on 8/1/19 1:00 PM

In this follow up interview, Chris Oretis of GWG Holdings, discusses how life settlements can be used or exchanged for tax free benefits which in turn may be used for Extended or Long Term Care Needs. 

Topics: Life Insurance & Annuities Financial Planning Lifestyle Planning
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: Retirement Planning Life Insurance & Annuities Sales & Marketing Tax Benefits Prospecting

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 & Annuities Financial Planning Advanced Planning Sales & Marketing

Congress Considers Legislation Allowing Life Insurance Policies To Be Used As A Private-Pay Solution For LTC Costs

By LifeCare XChange by GWG Life on 7/12/19 10:00 AM

A proposed federal law that would enable consumers to sell life insurance policies and use the money to pay for long term care, tax free, has the potential to save taxpayers billions of dollars while improv­ing the quality of life for millions of seniors.

Topics: Retirement Planning Life Insurance & Annuities Extended Care Legislation & Regulations Tax Savings

LTC Industry Developments and Changes

By LECP Center on 6/7/19 9:00 AM

Join LECP Executive Director Carroll Golden and Tom Riekse of LTCI Partners, LLC discussing various industry changes and developments. As the world modernizes and the industry evolves, access to purchasing avenues and options for MainStreetUSA may be expanding as well.

Topics: Long-Term Care Life Insurance & Annuities Extended Care Benefits Employer Sponsored LTCI Sales & Marketing Technology

A New Opportunity in the Life Insurance Industry

By GWG Holdings, Inc. on 5/29/19 3:00 PM

 

Topics: Life Insurance & Annuities Sales & Marketing

Congress Considers Legislation Allowing Life Insurance Policies To Be Used As A Private-Pay Solution For Long Term Care Costs

By LifeCare XChange by GWG Life on 4/2/19 3:44 PM

A proposed federal law that would enable consumers to sell life insurance policies and use the money to pay for long term care, tax free, has the potential to save taxpayers billions of dollars while improv­ing the quality of life for millions of seniors.

Topics: Retirement Planning Life Insurance & Annuities Extended Care Legislation & Regulations Tax Savings
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: Life Insurance & Annuities

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: Long-Term Care Life Insurance & Annuities Funding Tax Savings Tax Benefits

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