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.
1 min read
Meet Gerry: NAIFA Welcomes 'Gerry' as a New LECP Sponsor
Topics: Long-Term Care Limited & Extended Care Planning Center
1 min read
Transamerica LTC Update & Review
Presented by: Matt Hamann, National Sales Director, VP Institutional, Worksite Multi-Life & Brokerage at Transamerica
Topics: Long-Term Care Limited & Extended Care Planning Center
4 min read
NAIFA’s Limited & Extended Care Planning Center Announces its Inaugural Long Term Care Event
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:
- Executive Leadership (Dennis Martin, President, Individual Life and Financial Services at OneAmerica; Troy Anderson, Vice President and National Sales Manager, Life Insurance, at Nationwide Insurance; Bill Nash, Senior Vice President Head of MoneyGuard and Strategic Partners of the Future at Lincoln Financial Distributors; and moderator Kevin Mayeux, CEO of NAIFA).
- Hybrid Life Insurance and Annuity Products for Long-Term Care (Ryan Bivens, LTC National Sales Manager at Pacific Life; Tracey Edgar, Vice President of Sales, Care Solutions at OneAmerica; Brandon Heskett, National Sales Vice President – SecureCare at Securian Financial; Tony Massenelli, Director Long Term Care Sales at Nationwide Insurance; and moderator Steve Cain, Sales and Business Development Leader at LTCI Partners).
- Technology and Long-Term Care Planning (Sheryl Moore, President and CEO of Moore Market Intelligence; Jared Carlson, Vice President, Individual Sales & Ventures at Assurity; Steve Cain, Sales and Business Development Leader at LTCI Partners; and moderator Ryan Pinney, President at Pinney Insurance Center).
Topics: Long-Term Care
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Industry Survey on Long-Term Care Now Underway
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
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
Denise Gott, CLTC, is CEO of ACSIA Partners
Topics: Long-Term Care Life Insurance & Annuities Long-Term Care Insurance Limited & Extended Care Planning Center
3 min read
Webinar: Increasing Options for Extended and LTC Planning
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
Annuities can be an important part of long-term care planning, Tom Riekse, ChFC, CLU, CEBS, Managing Director at LTCi Partners, told 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
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.
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