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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.

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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 Webinar
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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: Long-Term Care Life Insurance & Annuities Tax Savings Webinar
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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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