BuddyInsider July Edition
This monthly publication is packed with useful updates to make it easier to understand the long term care insurance industry. We hope that you find this info relevant and beneficial to your practice. - Happy July! ??????
?? Individual Market LTCi Product Reviews
How do you decide whether traditional LTCi or hybrid LTCi is right for your clients? Check out the product reviews below.
?? ICYMI
Catch up on valuable LTC sessions you may have missed.
? Webinar Replay: LTCi Mid-Year Market Update with wendy boglioli and Jonathan Thomas, ChFC?, CLTC
? Study Group Replay: Government Programs - LTC Partnership, Medicaid, and DRA 101 with Rhonda Bills, CLTC
? Webinar/Transcript: Policy for Financing LTC at the American Enterprise Institute with Mark J. Warshawsky , Stuart M Butler PhD , and wendell Primus
? Article: Employer Funding as a Bridge to Additional Coverage (article on pg 30) with Phil Calhoun of California Broker Magazine
? Buddy System: Benefit Buddy Case Studies with BuddyIns Insurance Services
?? Buddy System Update
How?to use the Buddy System for meeting prep with a new prospect in under 5 min!
Master the Buddy System with our new video tutorial. In this short video, you'll learn how to find marketing resources, sales guides, and Benefit Buddy templates to prepare solutions for new clients. In minutes, you'll have funding options, marketing materials, and visual comparisons ready before your first meeting. Watch now to see how you can simplify your process and offer funding solutions with ease.
?? Watch Video
New Carrier Added to Individual Sales Guide
Check out our new Bankers Life information in the Individual Sales Guide which includes:
?? Access Here
领英推荐
?? Community Discussion
I have a client who is 40 and has a special needs child. They want to know if there is anything that would have a child rider that is better than the limited child life insurance rider on a life insurance policy?
That's just one question that came through our Facebook group, Ask the Long Term Care Insurance Specialists . Get in on the discussion and expand your knowledge by joining the group and engaging in the conversations.
?? LTCi Education
Stay up-to-date with the latest group LTCi strategies by joining our weekly LTCi Study Group sessions every Thursday at 1PM PST. These interactive sessions are focused on helping you identify the growing opportunities in the group and worksite markets.
Join our community agents and advisors to discuss case studies, carrier solutions, sales tactics and more for group LTCi sales. Whether you're already selling group or want to break into this market, these sessions are excellent opportunity to enhance your expertise and network with peers.
Add the weekly sessions to your calendar now so you don't miss out: https://www.addevent.com/event/vs19612672
P.S. Missed a previous Worksite Study Group sessions? No worries! Replays are waiting for you in the Buddy System .
???Save the date
Go for Gold: Conquer the Long-Term Care Challenge With Home Equity!
Date: Monday, August 5th, 2024
Time: 12pm PT | 1pm MT | 2pm CT | 3pm ET
Speakers: Marc Glickman & Wendy Boglioli
?? REGISTER NOW
Insuretech Connect - ITC Vegas 2024 - October 15-17, 2024
This event promises groundbreaking discussions on pivotal topics like AI, customer acquisition, claims and underwriting, and risk management. Tailored programs for life & health, group benefits, LATAM, brokers, and agents will address unique sector challenges and opportunities.
?? REGISTER NOW
Be part of the community ??
?? There is no membership fee to join the weekly Buddy Study Group to deep-dive into Group and Individual LTCi. All financial professionals are welcome.
Did you find this newsletter helpful or insightful? Be sure to "Subscribe" below to receive future newsletters and always be up to date on the LTCi market!??
Changes in works; Check back soon!
4 个月I'd luv to have both part one & two in pdf format. do I need to send you Marc Glickman, FSA, CLTC a private request or is there another way to access the materials? Kudos