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Planting the seed for LTC Planning

May 13, 2021 @ 10:30 am - 11:30 am

One common barrier for agents and advisors alike is knowing where to start to incorporate LTC Planning in their practice; a good tool and simple questions help to start this new revenue stream. This presentation will provide an overview of a great resource; an interactive website for clients to provide basic knowledge in understanding the LTC risks. This site can be generic or customizable in the call-to-action and, when used in a good email campaign, can bring clients in wanting ready to talk! We will also provide simple questions to get these conversations started – all leading to increased revenue!


May 13, 2021
10:30 am - 11:30 am