Webinar Invitation: How to Position LTC as a Retirement Planning Tool
Published on
October 03, 2022
 |
UPCOMING WEBINAR:
Mutual of Omaha LTC Planning and Product Training
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! “Extended Care” planning is a critical component of retirement planning. It is important to be proactive with your valued clients to have this conversation.
How to Position LTC as a Retirement Planning Tool
- LTC statistics
- Cost of care and impact to client's family and finances
- Simple 3-Step LTC sales process
- High level review of Traditional LTC Benefits
- The best Riders to offer clients
- Tax favorability
- Underwriting tips
- Q & A
|
|
|
|
|
|
Join us on Thursday, October 13, 2022
8:30 a.m. PST / 11:30 p.m. EST
|
|
|
|
|
|
|
|
John Gibbons, LUTCF, CLTC
LTC Sales Director
Mutual of Omaha
John Gibbons is the LTC Sales Director at Mutual of Omaha. He's a graduate from Northern Illinois University, with a degree in Industry and Technology. John has the Corporation of Long Term Care (CLTC) and the Life Underwriting Training Council Fellow designations. John’s previous roles include working for Genworth Financial for 17 years, 15 of which was for the LTC division, as Regional Vice President and a Divisional Vice President. He also worked for OneAmerica as the Regional Sales Director for four years. John and his family live in the Chicagoland area.
|
|
|
|
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.
|
Corporate CA License No. 0D87913
|
|
|
|
21820 Burbank Blvd., Suite 301
|
|
|
|
|
|
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.
© 2022 Arthur J. Gallagher & Co.
|
|
|
|
|
|
