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Discover the Future of LTC with CareScout Care Assurance

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CareScout: A New Era in Long-Term Care Insurance

Wednesday, November 12th – 11.00 AM to 11.30 AM PST

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Join us for an exclusive webinar introducing the CareScout Care Assurance Solution—CareScout Insurance Company’s inaugural long-term care (LTC) insurance product designed to simplify and dignify the aging journey.

What You’ll Learn:

  • How CareScout Care Assurance combines financial protection with access to a nationwide network of vetted aging care providers
  • Flexible benefit options ranging from $50,000 to $250,000 with inflation protection
  • Digital-first experience from application to delivery
  • How this solution supports families with personalized care planning and wellness resources

🎤 Speaker: Mark Buehner, Senior External Channel Sales Manager, CareScout Insurance

Let’s simplify long-term care—together.

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How to Develop Your Own LTC Philosophy 🦉 Wednesday, October 15

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What’s Your LTC Philosophy?

Thursday, September 25th – 11.00 AM to 11.20 AM PST

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Most successful advisors have a clear philosophy on how they think about Long Term Care risk – but is that philosophy developed based on facts?

Join us for “What’s Your LTC Philosophy?” where you’ll learn:

✅ What the data says about actual LTC claims
✅ Why the most popular ‘3-year’ plan design may not be the ‘ideal’ design when it comes to Long Term Care planning
✅ How to structure a plan that appropriately addresses the real financial risk of care

By the end of this session, you will be able to confidently communicate how your clients can remove or reduce the risk of an extended health care event.

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Crack the Code on LTC Conversations with Clients 💬 Thursday, September 25

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Thursday, September 25th – 11.00 AM to 11.20 AM PST

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Advisors often know why clients need Long-Term Care planning—but struggle with how to present it in a clear concise manner.

Join us for Mastering the LTC Conversation: A Step-by-Step Guide for Advisors, where you will learn a repeatable process to introduce, position, and close LTC solutions with confidence.

✅ How to frame the LTC discussion so clients lean in, not tune out
✅ A proven structure for taking the conversation from start to finish
✅ How to structure an LTC plan that your clients find compelling

This webinar will give you a practical roadmap you can start using immediately with clients.

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Tax-Free Dollars for LTC 🩺 Tuesday, February 11

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Annuities are a fantastic retirement income solution, but what happens if they’re no longer needed for income?

Tuesday, February 11th – 10.00 AM to 10.30 AM PST

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Did you know that 73% of annuities owners will not use their annuities for income, but rather plan to use those funds to pay for future extended health care needs? This equates to an enormous opportunity to help your clients turn a taxable, non-qualified annuity into larger, tax-free dollars for LTC.

LEARN HOW YOU CAN:

  • Turn a taxable, non-qualified annuity into larger, tax-free dollars for LTC
  • Leverage the liability of tax-deferred assets into a larger, tax-free pool of money for LTC
  • Use assets to provide LTC for 2 people
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Deep-dive webinar on Thrivent’s Traditional LTC

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Deep-dive webinar on Thrivent’s Traditional LTC

January 15, 2025 / 12:00-1:00 PM PST

Learn about the benefit-rich standalone LTCi product, backed by an A++ rated fraternal insurer, that is now available to independent producers. Thrivent will discuss the benefits, riders and sweet spots where Thrivent shines.

This session provides a deeper look at Thrivent’s traditional LTC solution, including:

  • A refresher on Thrivent’s differentiators against others in the industry.
  • Innovative inflation options
  • Underwriting niches and the importance of prescreening health.
  • Caregiver resources by Homethrive
REGISTER NOW

NOTE: When registering, please enter the name of Your Thrivent BGA when prompted. This will allow you to receive replay information as well as any materials discussed on the call.

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OneAmerica Enhanced Asset Care 🩺 Tuesday, October 29

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OneAmerica Enhanced Asset Care!

Tuesday, October 29th – 11.00 AM to 11.30 AM PST

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Enhanced Asset Care launched on October 21!

For more than 35 years, the companies of OneAmerica Financial® have been a thought leader in the long-term care (LTC) protection industry. Solutions delivered with flexibility and care, Asset Care can help enable your clients to cover long-term care expenses if they need it — or leave a financial legacy to their loved ones if they don’t.

As the care needs of Americans continue to evolve, OneAmerica is pleased to announce that as of October 21, 2024, enhanced long-term care protection options will be available for Asset Care, including:

  1. Added benefits to support informal caregiving, independent caregiving and care received at home
  2. Simplified benefit period options to make tailoring a plan and designing coverage easier than ever before
  3. Improved value through enhanced pricing for many clients
  4. An increased benefit that provides direct physical, financial and emotional support for informal caregivers; and
  5. Expanded inflation protection options to help safeguard against rising costs of long-term care over time

OneAmerica Financial is here with you every step of the way — providing support, empathy, and strategies to help ease burdens so families can focus on what matters most. Register today to learn more about Enhanced Asset Care.

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Mutual of Omaha Updates and Concepts 🆕 Thursday, September 12

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Mutual of Omaha Product Updates & Sales Concepts

Thursday, September 12th – 10.00 AM to 11.00 AM PST

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Join the Mutual of Omaha team for a potpourri of product updates and sales concepts.  The presentation will include:
 
  • “Latest and Greatest Mutual of Omaha News” by Corri Campbell, National Sales Manager
  • “Your IUL ‘Rider’ or Die – Positioning LTC on the Protection Advantage” by Michelle Owens, Manager Advanced Markets
  • “Well Rounded Offerings” – DI and LTC Overview by Darcy Soltys, Sales Director
  • “Marketing Must Haves with Mutual of Omaha” by Kelsey Hotz, Senior Marketing Specialist

All attendees will receive a $15 Starbucks card and be entered in a raffle to win a corn hole set – a $250 value!

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Save $200 on CLTC Designation with Exclusive Discount

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Learn more, earn more

According to CLTC data, graduates write over 20% more LTCi in their first year after earning the CLTC designation.

Why should you invest in the designation?

Watch this video from a CLTC grad to learn why he took the CLTC designation, despite having over 20 years of experience in long-term care planning.

WATCH VIDEO

Thrivent believes in the benefits of being Certified in Long-Term Care. This program is designed to help you have better extended care discussions with your clients.

Thrivent has negotiated an exclusive $200 discount code for those looking to invest in themselves and increase their long-term care sales.

What you will learn:

– The consequences of providing and paying for care
– How to convey those consequences in a way that compels clients to take action
– Why LTCi is the essential tool that protects, not the individual needing care, but those he or she loves
– How to craft affordable coverage
– Understand what it takes to create authentic connections for the essential conversation with your clients
– Anticipate various planning scenarios

Insurance CE of 8-18 credits may also be earned (depending on your state)

Upcoming classes

Live Master Classes (via Zoom in 4 half-day sessions)
Students must attend all four sessions to complete the course.

5/23, 5/25, 5/30 and 5/31 (Complete the May course, earn your designation and the CLTC will reimburse you another $100)

6/5, 6/6, 6/7 and 6/8

On-demand eCLTC training (same training, but at your pace)

The discount code is THRIVENT (This code will expire on 7/1).

Costs and Discounts

Regular price for Master Class $1280
Minus $200 Thrivent discount
= $1080

Additional $100 reimbursement (for the May Zoom course only)
= $980

Act today!

This discount offer will expire 7/1/23.

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Meet the LTC policy that just REDUCED premium rates by 25%!

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REGISTER NOW

SecureCare III is an Asset Based LTC policy with cash indemnity benefits from Securian Financial. Join us as we cover all of the guaranteed features and benefits SecureCare III has to offer, all at a reduced price.

In this webinar, you’ll discover SecureCare’s:

  • Guaranteed cash indemnity LTC benefit
  • Guaranteed death benefit
  • Three return of premium (ROP) options, including LTC Boost
  • Multiple premium options (single pay, 5-, 7-, 10- or 15-pay)
  • Four inflation protection options: 3% and 5%, simple and compound
  • Potential to deduct LTC premiums
  • Streamlined underwriting
  • Securian Financial’s Care Management Program
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Thrivent: CareForward’s Underwriting Tools

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Discover the new underwriting tools Thrivent has developed for CareForward.

Thrivent launching linked-benefit LTCi on 4/25

In addition to their stand-alone LTCi solution, Thrivent is excited to introduce CareForward™ — their new combination long-term care (LTC) and life insurance solution that launches April 25th in all states except California and New York.

CareForward will be available through Broadtower beginning April 25.

In the lead-up to the launch, we will be sharing essential tools and information. This week we are pleased to share details about CareForward’s underwriting.

CareForward – Underwriting Tools now available

All-in-One Underwriting Guide

The new underwriting guide contains information for both the traditional Thrivent Long-Term Care Insurance and CareForward.

Sections in the guide are identified as to whether they are specific to LTCi
or CareForward, or both.

This guide should be used as a reference only.

Always prequalify health with the underwriters if the applicant has health concerns.

CareForward will be underwritten in-house by Thrivent, while the traditional LTCi solution will continue to be underwritten by LTCG. If pre-screening with both products, the prescreen form would need to be sent separately to each group.

Download UW Guide

Additional Underwriting Tools:

CareForward: Accelerated Underwriting

Accelerated Underwriting is a “triage” approach to provide an easier and faster underwriting process for proposed insureds who present a lower risk.

This approach attempts to balance the overall mortality and morbidity by gaining more information — without extra effort from the proposed insured — from additional sources, which could ultimately speed up the process (i.e., eliminate need for exam and blood chemistry profile).

To clarify, Accelerated Underwriting is not:

  • “Simplified underwriting,” which offers a simple process as a trade-off for higher rates; or “Guaranteed issue,” which offers guaranteed coverage as a trade-off for higher rates.

CareForward: Accelerated Underwriting guidelines

  • $50,000 to $500,000 in total initial face amount.
  • Ages 18 to 60.
  • Not available for applicants age 50 through 60 if the applicant has not seen a physician in the past 24 months.
  • There is an automatic 10% holdout on Accelerated Underwriting applications.

CareForward sessions

Introduction to CareForward by Thrivent

Learn about the new combination long-term care (LTC) and life insurance solution from Thrivent. CareForward is designed to be highly competitive in the marketplace and offer maximum leverage if care is needed. Thrivent will provide an overview of this new solution, and give you a demo of their new comparison tool that illustrates CareForward alongside our traditional LTCi solution.

Register for an upcoming session:

NOTE: At registration, when prompted for your Thrivent BGA, enter Broadtower.

These sessions will not be recorded.

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