Protecting Your Most Important Asset: Your Family
This 60 minute consumer presentation focuses on consequences. There are no statistics - only a step-by-step approach to establishing the need for a long-term care plan. This powerpoint has speaker's notes that you can refer to. Click Here for a sample seminar invitation.
Why a Plan for Extended Care is an Essential Element in a Retirement Portfolio
This presentation is ideal for professionals. The intent is to position yourself as a professional in a field of study (extended care planning) that has a direct impact on their business model. The presentation has an extensive note section.
Tax Benefits of Long-Term Care Insurance
Used by insurance professionals when working with CPA's and attorneys, this PowerPoint summarizes the tax advantages of LTCi. It includes IRS code and demonstrates how the product can be used to maximize tax benefits.
Advisor Generated Business
This presentation will position you as an authority in the field of extended care planning. It may be used with CPA's, accountants, and lawyers as a step-by-step approach to creating strategies that develop sustainable referrals.
Motivating the Unmotivated
This presentation will give you ideas on how to approach clients who are not motivated to purchase LTCi.
Expanding Your Value Proposition to Centers of Influence
This presentation shows you how to expand your value proposition to centers of influence by discussing a subject that has an impact on their business model.
