There are many misconceptions among consumers and advisors about both traditional LTC and Linked Life/LTC Plans. This webinar will discuss how the new combination Life/LTC plans can be very similar to traditional LTC plans and visa versa. Learn about the list of similarities between how the products work, the three key differences between the types of products and why meaningful benefits can be affordable for a wider consumer market.
1 min read
Webinar: The Surprising Similarities Between Traditional LTC and Some of the New Life/LTC Plans featuring Tom Riekse
Topics: Planning in Advance Lifestyle Planning
Interview #2: Chris Oretis
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
Interview: Michael Babikian-LegacyShield
This video introduces you to how LegacyShield’s “Life’s Mission Control” digital platform protects your client’s data and sets you apart as their Advisor/Agent.
Topics: Financial Planning Lifestyle Planning Sales & Marketing Technology
Interview: Shelley Giordano- RFS Lending, a Mutual of Omaha Bank company
Shelley Giordano, author of "What’s the Deal with Reverse Mortgages”, now in it’s 2nd edition, discusses the “home” as an important asset, too often overlooked in terms of planning for Extended care needs, Long Term Care, and Retirement Planning.
Topics: Financial Planning Lifestyle Planning Reverse Mortgages
1 min read
Senior Protection Act with Steve Kline and Michael Hedge of NAIFA Government Relations
Caroll Golden speaks with Steve Kline and Michael Hedge of the NAIFA-National Government Relations staff about the Senior Protection Act. They offer valuable insights into NAIFA’s political advocacy on the issue of senior financial protection and highlight what NAIFA is doing at the state and federal level on this critical issue.
Topics: Advocacy Retirement Planning Lifestyle Planning
Client Needs Questionnaire
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.