CE Webinar: Cash Indemnity LTC Planning

February 1, 2023

Topics:

  • Why is the market gravitating towards Linked Benefit products versus traditional LTCi?
  • What is the difference between the traditional LTCi products and a Cash Indemnity model? What flexibility does a cash indemnity solution bring to your client?
  • Why is the market selecting CareMatters II versus the myriad of other options available?
  • What funding options are available for the CareMatters II product and how can cash, income and assets all have their place in LTC risk planning? 
  • How to fund a LTCi plan using IRA distributions
  • How to use HSA eligible funds to pay for the product or structure the premiums on a tax-deductible basis.
  • What are the key sales opportunities that an indemnity plan design can offer that a traditional LTC plan can’t?
  • Discussion about how Resource Brokerage, quotes, designs and analyzes all known options LTCi options in the market, taking into account the preferred method of funding, goals, budget, and ultimate benefit preferences for your client. 

Tuesday, February 7, 2023     10:00am to 11:00am

Full Details


When to Shop for LTCi

January 27, 2023

We’re happy to help! Contact us at: GetSocial@resourcebrokerage.com


CE Webinar: Unique Life Sales Strategies – Survivorship Policies Are a Hidden Market

January 25, 2023

Full Details


Life Changes & Life Insurance

January 23, 2023

Reach out to your clients and review their life insurance. We’re here to help!

Contact us at: GetSocial@resourcebrokerage.com


Commemorating Martin Luther King Day

January 16, 2023

Updated Business Hours for 1/13/23

January 11, 2023

6 ways life insurance can help with estate planning

January 6, 2023

https://blog.massmutual.com/post/life-insurance-estate-planning?trk=public_post_feed-article-content

For more information contact us at: GetSocial@resourcebrokerage.com


Happy New Year!

January 1, 2023

We appreciate your business! Looking forward to serving you again in 2023.


2023 Goals

December 28, 2022

For more information, contact us at: GetSocial@resourcebrokerage.com


Happy Holidays!

December 19, 2022