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Join Us for this Two-Part Series on Asset-Based LTC Planning

Published on April 22, 2020

 

 

 

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“If you are not talking to your clients about LTC
then someone else probably is!”

Join us for this two-part series on Asset-Based LTC planning – one of the fastest growing segments of our industry. You can sign up for one or both webinars!

Tuesday, April 28th 10am PST / 1pm EST
Part 1: Introduction to Why Asset-Based LTC?

  • Today’s LTC changing market with real world statistics.
  • How to Start the LTC Conversation with your clients.
  • Why Asset-Based LTC is replacing other products and what needs it fills.

Wednesday, April 29th 10am PST / 1pm EST
Part 2: Deep Dive on AssetCare LTC Products

  • In-Depth look at OneAmerica’s AssetCare suite of LTC products.
  • Real world case studies.
  • Finding the right target audience for these products.
  • Bonus: Special Incentive to Get Started Right Away!
 

FEATURED SPEAKER

 

Ken Herlihy
Regional Sales Director
OneAmerica Financial Partners

 

THANK YOU

 

We at GBS Insurance thank you again for your business. For more information or insurance quote requests, please contact your brokerage manager or give us a call at (800) 473-5966

For agent use only - not for use with the general public.

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21820 Burbank Blvd., Suite 301

Woodland Hills, CA 91367

Phone: (800) 473-5966

GBS Insurance and Financial Services, Inc. do not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

© 2020 Arthur J. Gallagher & Co. 

 

MORE ADVISORS BLOG

 

Webinar Invitation: How to Position LTC as a Retirement Planning Tool

Join us for a special webinar featuring Mutual of Omaha discussing how agents can position LTC as a retirement planning tool. We will be going over today's LTC changing market with real world statistics, how to start the conversation, tax favorability and more. We'll also do a deep dive comparison on their MutualCare Solutions, so you can see why this should be a go-to product for your prospects!

Read More >>

GBS News: WA State LTC Update | DI Sales Opportunities | Fixed Index Annuity | and more

The soon-to-be-enacted "Long Term Services and Trust Act" will impose a .58% annual tax on Washington state's workforce to fund one year of future LTC benefits (non-portable and only available if still living in WA). The only way to "opt-out" and avoid paying this tax is to show proof of existing coverage.

While the Trust Act could be beneficial for low-to-middle income earners, it negatively impacts those highly compensated individuals who will pay a much larger, disproportionate amount for the same, minimal benefit.

Read More >>

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