BuddyInsider September Edition

BuddyInsider September 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 September! ???? ?


?? Market News

How do you decide whether traditional LTCi or hybrid LTCi is right for your clients? Check out the product reviews below.

Open enrollment season is fast approaching. Have a group opportunity and don't know where to start? Submit it here and we can help you find solutions: www.buddyins.com/group


?? ICYMI

Catch up on valuable LTC sessions you may have missed.

? Study Group Replay: LTC Claims Process

? Study Group Replay: Transamerica Carrier Call

? Buddy System: What is Benefit Buddy | Video 1


?? Buddy System Update

New Learning Module

We're excited to announce the launch of a new learning module next week designed to help you maximize your use of Benefit Buddy. To get started, we invite you to watch the first video, What is Benefit Buddy, which you can view here . This introductory video will give you a glimpse of what you can achieve with this powerful tool.

The full module will include the following video tutorials:

  • How to tell the Long Term Care Story with Benefit Buddy
  • Benefit Buddy Case Studies and how to Generate a Quick LTCi Concept
  • The Self Funding and Cost of Care Concepts
  • Custom LTCi: How to Show the Value of ANY Product in Benefit Buddy

If you do not have a membership, sign up for the 30-day free trial of the Specialist Membership for access to the Individual Study Guide and Benefit Buddy.

?? Go to the Buddy System


?? Community Discussion

Have a potential client whose mother has dementia. Mom is currently in a care facility and for some reason she told me she has to look for another facility for her mom- all she emailed me was that she was getting kicked out. Are there any resources for San Diego County that I can share with her that could assist her in finding a place.. She is paying cash for care from mom's savings.

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

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


Medicarians - March 31 - April 2, 2025

Join over 2,500 industry professionals at this conference. You can expect to enhance your knowledge of Medicare insurance and other retirement planning solutions while developing new partnerships. The conference will feature dedicated sessions on LTC insurance and caregiving solutions. There is also a hosted agent program that will sponsor your registration fee.

?? 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!??


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