Asset Based LTC vs Life with LTC Rider
A discussion about the pros and cons of different options and how they accomplish different objectives.
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Care Planning and ABLTC
A discussion about how to have a successful planning conversation and the various funding options available.
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The ABLTC Landscape- What’s Selling Now?
A discussion about key players in the market and effective sales strategies.
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ABLTC Underwriting Perspective
A discussion about underwriting differences and improving policy placement.
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Disability Retirement Security: Keeping Retirement Plans on Track
In just 2 minutes, Jonathan Smith (Brokerage Director & Disability Specialist) explains how Retirement Security DI can be a valuable way to protect retirement contributions during a period of disability …
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Chronic Illness Riders
CEO of Fortify Insurance, Susan Wilson, discusses a great solution for clients that have been declined for LTC, LTC Riders or LTC Hybrids but are insurable for Life Insurance (even …
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Basics of Selling IDI
Inside 3 minutes Court discusses how to explain the 3 ways an Individual Disability Income Insurance pays to a client so they understand how the policy works!
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A Lifetime of Planning
Court discusses how to position Protection as part of a Lifetime of Planning. The Lifetime of Planning flowchart can be a powerful tool to help clients better understand how to approach Financial Planning from ages 20 to 80.
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