Quick and straightforward. These recorded tutorials provide an overview of a variety of topics. Simply select the topic and double click. Review when it's convenient for you. Use these vignettes to help clients understand how the basics and options of long-term care insurance provide real value and asset protection.
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Tutorial Presentations
Is Long-Term Care Insurance Part of Your Financial Planning Strategy?
For advisors and their clients.
Topics include:
- What is long-term-care?
- What is the risk of needing LTC?
- Should you consider self-insuring?
- What is important in a LTCI policy?
Time: 13 minutes
The Basics of Plan Design
For advisors and their clients.
Topics include:
- The basic components of LTCI plans including:
- Benefit Amount
- Benefit Period
- Elimination Period
- Transition Allowance
- And, much more!
Time: 8 minutes
The Options of Plan Design
For advisors and their clients.
Topics include:
- The options available to customize plan design, examples and when to use:
- Inflation protection options
- Benefit payment methods
- Shared Care
- Return of Premium
- And more!
Time: 8 minutes
The Seminar Marketing Model
For advisors and their clients.
Topics include:
- A seminar marketing model, tasks and tools to assist financial advisors in developing their long-term care insurance business.
- Financial consulting model
- Seminar marketing model
- Step-by-step process
- Marketing materials available online
- Road Map to Plan Design
- Quote Request Form
Time: 13 minutes
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