LHC ARCHIVES

Events On-Demand

An Alternative to Long-Term Care Coverage

Jamie Sarno

National Sales Director for Ancillary Products

Aetna

Originally Aired: February 7, 2023

Join Jamie Sarno, National Sales Director for Ancillary Products at Aetna – a Limited & Extended Care Planning Center Partner – as he walks you through how you can help your clients protect their financial well-being through limited long-term care.

Download the Presentation Slides

Worksite LTC and Caregiving Wellness for Employers

Kevin Sypniewski

AGIS Network

Founder & CEO

Originally Dated: March 1, 2022

Kevin Sypniewski, will discusses:
WA Cares Fund, other states considering similar legislation
Today’s worksite LTC products
Workplace Caregiving, the impact on employers plus education, tools and resources to support working caregivers.

Tech Tools to Grow Your Long-Term Care Practice

Michael Rubel, Carefull's Product Strategy Lead; Carefull Co-Founder, Todd Rovak; Cameron Huddleston, Director of Education and Content at Carefull.

ORIGINALLY AIRED: FEBRUARY 15^TH 2022

Learn about Carefull, the new technology tool that will open your practice to cultivate new relationships and deepen your current ones. Leverage data to learn more about your clients and where you can make the most impact.

Financial Technology that Builds Long-Term Relationships for Long-Term Care

Todd Rovak | Michael Rubel | Cameron Huddleston | Bryon Holz | Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI, LACP

Originally aired: January 11^th2022

Find out about Carefull, the new technology tool that will open your practice to grow new relationships and deepen your current ones. Leverage data to learn more about your clients and their financial decisions.

LECP Webinar: What’s Driving Life Settlement Growth?

Carroll Golden, CLU, ChFC, CLTC, CASL, LACP, FLMI | Alan H. Buerger | Peter Hershon, CLU, ChFC | Patrick Cahill, CRPC, RICP

Originally aired: September 23, 2021

The demand for life settlements has seen a resurgence as seniors realize the benefits of reevaluating their life insurance strategy. Join us for a Virtual Executive Roundtable where we will examine current market trends in life settlements and how you can leverage this important financial tool.

Hybrid Annuities and the Long Term Care Provisions

Tim Vannoy, CLU, ChFC, CFP

Originally Aired: JUNE 23, 2021

If you're an agent looking for answers to questions like 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? Join with Tim Vannoy, OneAmerica's Regional Sales Director.

Discussion will also include a review of case studies that cover topics related to hybrid annuities and the impact on long-term care provisions.

Long Term Care Planning Solutions for Main Street USA

Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI, LACP | Barry J. Fisher, LTCP | Ron Hagelman, Jr., CLTC, CSA, LTCP | Steve Schoonveld

Originally Aired: April 28, 2021

This Q&A formatted session focuses on mid-market long term care planning solutions for today and what the future holds.

Women, Vulnerable in Retirement: Addressing their Needs with Housing Wealth

Shelley Giordano

Originally Aired: March 31, 2021

This session will focus on the us of the RM effect on women with relation to things like divorce, caregiving, income replacement, etc.

LECP-Speaker-Handouts

Long Term Care & Underserved Markets

Chris Gandy | Michelle Prather

Originally aired: February 24, 2021

As an advisor, how do you identify long term care needs of your clients? How has the LTC market evolved over the past decade? How can you provide long term care solutions to underserved markets? Join Midwest Legacy Group Founder, Chris Gandy and OneAmerica's Senior Regional Sales Director of Care Solutions, Michelle Prather for the answer to these questions, a discussion of real life situations and more.

Dispelling Myths About Reverse Mortgages

Jim Silbernagel, CFP, LUTCF | Harlan Accola, CRMP, CSA

Originally aired: February 17, 2021

Building an income plan is complicated work with many what-ifs. Having awareness of potential complications is a critical piece when planning for the unknown.

Join Host of Real Wealth^® and Power Session LIVE , Jim Silbernagel, CFP, LUTCF and Fairway Independent Mortgage Corporation's National Reverse Mortgage Director, Harlan Accola, CRMP, CSA to learn when a reverse mortgage might make sense for your clients' plans to hedge for obstacles.

LTC Marketplace Update

Steve Cain | Tom Riekse

Originally Aired: January 27, 2021

Join LTCI Partners Sales Leader, Steve Cain along with special guest, Tom Riekse, to discuss changes in the marketplace, COVID-19's impact on this business and what employee benefits consultants need to know about this planning. This session will be worth your 45-minute investment.

Discussion will also include an overview of group LTC insurance solutions, eldercare and caregiving resources, as well as a case study on enrollment best practices.

VA Benefits with Medicare

Dan Mangus

Senior Marketing Specialist

Vice President of Sale

Approximately 18 million military veterans live in the United States and they have a median age of 65. Of Vietnam-era veterans, approximately 98% are men, said Dan Mangus, Vice President of Sales for Senior Marketing Specialists, but that trend is changing with more women veterans reaching retirement age. Some veterans’ benefits are also available for spouses and dependents.

“So if you’re working with individuals who are retired or maybe families of individuals who are, it’s very important to start asking, ‘Are you a veteran?’” Mangus said. “You don’t necessarily have to become an expert in it, just point them in the right direction or maybe raise that question with them. And you might find your value to them as an advisor just stepped up a little bit and you can help those people a little bit more. Because that’s what we’re all trying to do.”