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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.

Earn Free CE at Special Webinar: The Newest Trends in Life Settlement

By NAIFA on 10/19/21 2:02 PM

As American seniors find that their old life insurance policies may no longer suit their needs, there has been increased interest in life settlements.

Join Peter Hershon, CLU, ChFC, Senior Vice President of Account Services at Coventry, for a one-hour, free continuing education webinar to discuss rising demand and strategies to best serve clients.

The webinar will take place on Wednesday, October 20, 2021, at 1 pm eastern.

 

Register
Topics: Extended Care Continuing Ed webinar Limited & Extended Care Planning Center Potential Partners for Advisors
3 min read

The Importance of Long-Term Care Planning From an ER Doctor’s Perspective

By NAIFA on 9/3/21 1:15 PM

As an emergency medicine physician for 20 years, including the past 12 years working in a large, level 1 trauma center, Dr. Monica Williams has seen innumerable patients and families facing long-term care challenges. As the Medical Director for Advance Care Planning and End of Life Education for the third-largest community-owned hospital system in the United States, she has spent a portion of her career talking to doctors about how they can have effective advanced medical planning and end-of-life conversations with patients and families.

Topics: Long Term Care Financial Planning Planning in Advance webinar Potential Partners for Advisors
1 min read

LECP Webinar presented by Coventry: What's Driving Life Settlement Growth

By Beth Helberg on 8/18/21 10:26 AM

Join the LECP at 2 pm eastern on Thursday, September 23rd, for a virtual executive roundtable - What's Driving Life Settlement Growth.  The discussion will focus on current market trends in life settlements and how you can leverage this important tool.

Topics: Financial Planning Life Settlement webinar
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?
Topics: Annuities Long Term Care Tax Savings webinar
1 min read

Exclusive Webinar: Using Housing Wealth to Improve Financial Outcomes in Retirement

By NAIFA on 1/7/21 2:11 PM

We're proud to let you know about this upcoming webinar from our partner, Mutual of Omaha, on Tuesday, January 19, at 2:00 pm EST / 11:00 am PST with tax attorney, industry expert, speaker and author Barry H. Sacks Ph.D., who will be discussing using housing wealth to improve financial outcomes in retirement. 

As clients retire, and hence end the receipt of regular income from employment or professional activity, cash flow considerations become paramount.  This webinar examines four situations in which home equity can be used to diminish retirees' risk of cash flow exhaustion while maintaining an acceptable level of living expenses.  
Topics: Retirement webinar Financial Wellness

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