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Limited and Extended Care Planning Collective

The LECP Collective 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.

4 min read

NAIFA’s Limited & Extended Care Planning Center Announces its Inaugural Long Term Care Event

By NAIFA on 10/16/20 5:20 PM

The three-day event will offer a broad view of extended and long-term care topics and options. Whether you advise clients about life insurance, annuities, saving or college plans, wealth management, or retirement planning, your clients' plans and lifestyle can be impacted by complications of caregiving or a need for extended or long-term care.

Falls Church, VA (October 16, 2020) -- The National Association of Insurance and Financial Advisors (NAIFA) and NAIFA’s Limited and Extended Care Planning Center will host its first annual NAIFA LECP Center event. The virtual conference will be held on November 10-12. The inaugural event is made possible by the founding sponsors of the Limited & Extended Care Planning Center.

Three hours of programming each day will include an extensive, wide range of topics and options and explore issues important to agents and financial professionals.

Panel discussions by industry leaders will dive into:

Topics: Long-Term Care
1 min read

Industry Survey on Long-Term Care Now Underway

By Suzanne Carawan on 9/14/20 1:48 PM

NAIFA has been selected as a survey partner to Oliver Wyman along with NAILBA and BrokerWorld to undertake an industry-wide research study on the state of sales of long-term care products. The survey is entitled "Long-Term Care Insurance Planning Survey: Who’s Selling What to Whom, How and Why?" and seeks to understand how the landscape has changed through COVID-19.

Topics: Sales Long-Term Care Life Insurance & Annuities Sales & Marketing
2 min read

FEDERAL LTC TASK FORCE INCLUDES NAIFA RECOMMENDATIONS IN REPORT

By NAIFA on 8/11/20 2:28 PM

The U.S. Treasury Department has released a report from the Federal Interagency Task Force on Long-Term Care Insurance recommending government actions to foster innovation in long-term care (LTC) product design, improve the efficiency and relevance of LTC product regulation and promote financial literacy on LTC matters.

Topics: Advocacy Long-Term Care Legislation & Regulations
3 min read

LECP Webinar: Proven Approaches and Techniques Using Traditional Long-Term Care and Hybrid Life Insurance

By NAIFA on 7/30/20 2:34 PM

Denise Gott, CLTC, is CEO of ACSIA Partners

Topics: Long-Term Care Life Insurance & Annuities Long-Term Care Insurance Limited & Extended Care Planning Center

Worksite LTCI - ARM Makes it Easy!

By ARM on 7/28/20 12:00 PM

Topics: Long-Term Care Extended Care Group & Employee Benefits
3 min read

Webinar: Increasing Options for Extended and LTC Planning

By NAIFA on 7/9/20 9:33 AM

Featuring Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI

Topics: Long-Term Care Life Insurance & Annuities Limited & Extended Care Planning Center
3 min read

Annuities and LTC Insurance: Two Case Studies in Planning

By NAIFA on 6/29/20 4:00 PM

Annuities can be an important part of long-term care planning, Tom Riekse, ChFC, CLU, CEBS, Managing Director at LTCi Partnerstold attendees of NAIFA’s Limited and Extended Care Planning Center webinar. “Unfortunately, there has probably not been as much emphasis on how they can work together in a plan for care as there should be based on some of the great benefits available.”

Topics: Long-Term Care Life Insurance & Annuities

Seven Employee Benefits Case Studies

By ARM on 2/6/20 12:15 PM

Advanced Resources Marketing (ARM) offer the following case studies as examples of how you can grow your business using their expertise and assistance.  Utilizing Enrollment Firms to Perform Core and Voluntary Enrollments; Value and proper risk spread of utilizing two staggered enrollments; Voluntary Offering to Newly Merged Company; Voluntary Offer to HMO; Case for the Replacement and Paternalistic Engineering Firm.

 

Topics: Long-Term Care Extended Care Group & Employee Benefits Sales & Marketing Prospecting Grow Your Business

Corporate Resolution Example

By ARM on 1/10/20 10:41 AM

View a sample of a corporate resolution.  For the full version of the document, please contact ARM.

Topics: Long-Term Care Planning in Advance Group & Employee Benefits

Worksite LTCI and Your Employer Clients

By ARM on 9/4/19 12:44 PM

 

LTCI gives employers the opportunity to reinvest recent tax savings in top employees. Learn more by watching the video below.

Topics: Long-Term Care Financial Planning Extended Care Group & Employee Benefits Tax Savings Advanced Planning Tax Benefits

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