NAIFA's Limited & Extended Care Planning Center partner, Mutual of Omaha Mortgage, will be hosting an exclusive webinar on Thursday, August 19th at 2 pm eastern. Join Robert Laura, AAMS, CPRC for "The Psychology of Retirement." Explore the psychology of retirement and how to win at retirement by developing a new mindset. This program has been approved for 1.0 hour of CFP credit.*
Recent posts by NAIFA
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Special Webinar: The Psychology of Retirement (1 CFP credit)
Topics: Retirement Potential Partners for Advisors
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OneAmerica’s Tim Vannoy Presents on Hybrid Annuities and Long-Term Care Provisions
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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NAIFA-WA Urges LTC Bill Changes to Protect Employees With Private Coverage
NAIFA-WA is urging changes to a long-term services bill, HB 1323, to protect employees who have purchased long-term care coverage.
Topics: Long-Term Care Legislation & Regulations State Advocacy
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Consumer Resources for LTC Insurance: Agents and the NAIC Buyer’s Guide
Most states require financial professionals to provide consumers with a copy of the National Association of Insurance Commissioners publication “A Shopper’s Guide to Long-Term Care Insurance” before completing an LTC insurance sale.
Topics: Long-Term Care Limited & Extended Care Planning Center Financial Security
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NAIFA Supports Replacement of Indiana LTC Insurance Program
NAIFA is encouraging the efforts of Indiana state Sen. Greg Walker and Rep. Martin Carbaugh to replace the Indiana Long Term Care Insurance Program, also known as the RWJ Partnership, with legislation (HB 1405 and SB 261) to create a Deficit Reduction Act (DRA) Partnership.
Topics: Long-Term Care State Advocacy
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NAIFA Supports Maryland Bill to Boost LTC Education
NAIFA supports Maryland state legislation that would provide consumers in the state with easier access to resources and educational materials on long-term care (LTC) planning. A NAIFA-Maryland member served on the Task Force on LTC Education and Planning that made recommendations that helped shape the bill, HB 599, Public Health – Long Term Care Planning.
Topics: Long-Term Care State Advocacy Limited & Extended Care Planning Center
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Exclusive Webinar: Using Housing Wealth to Improve Financial Outcomes in Retirement
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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The ILTCI Joins as a Financial Security Alliance Partner
Industry groups unite the insurance and financial services industry to promote financial literacy and encourage a new generation of agents and advisors.
Topics: Financial Security Alliance
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Meet Gerry: NAIFA Welcomes 'Gerry' as a New LECP Sponsor
Meet Gerry, the new way to find your future care facility. Using aggregated data from every senior living facility in the country, Gerry matches clients with an assisted living community to ease them through their decision. We are excited to announce Gerry as a new sponsor of the Limited & Extended Care Planning Center (LECP) within NAIFA.
Topics: Long-Term Care Limited & Extended Care Planning Center
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Transamerica LTC Update & Review
Presented by: Matt Hamann, National Sales Director, VP Institutional, Worksite Multi-Life & Brokerage at Transamerica
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