The CLTC Roundtable Series
Helping CLTC Grads Put Theory into Practice and Close More Sales
Are you still struggling with getting clients to say “yes” to long-term care insurance? If so, our CLTC Roundtable series is for you. We will be offering three topics over the next three months to help you turn more quotes into sales.
- "How to Help Clients Plan for Their $5,000 Gym Membership (a.k.a. monthly long term care costs)”
- "Tactics for Increasing Your Closing Rate"
- "How to Create Effective Plan Recommendations (and not just quote)"
The series is led by a CLTC instructor and uses an informal study group format. The instructor will share their insights and experiences and lead like-minded financial professionals in a discussion to uncover and create solutions for the problems you are encountering in the LTC planning process.
Sign up for one or all three of our 60-minute virtual sessions.
There is only one session per topic and space is limited to 10 graduates per session.
Sign up today to ensure your participation.
Meet Your Instructors
Shane Van Patten, CLTC
Shane is a Regional Vice President for E4 Insurance Services.
Shane began his career in the Financial Services industry in 2005 and for the last 14+ years he has been helping Financial Advisors proactively and intentionally integrate insurance into their practices. Financial Advisors choose to work with Shane not only for his industry knowledge and product expertise, but also for his leadership, work ethic and dedication for his affiliated Advisor’s success. Shane has a genuine concern for doing the right thing for the client.
Kelly Augspurger, CLTC
Kelly is the co-founder of Steadfast Insurance, along with her husband, Adam. They’re an independent insurance agency in Westerville, OH. She is a Certified Long-Term Care Insurance Specialist working nationwide to help clients and financial advisors plan for LTC. Her goal is to reduce the physical, emotional, and financial consequences that come from a loved one needing long-term care. She does this by having “planning for care conversations” and then funding that plan with LTC insurance. Kelly was recently named a HOT 100 insurance professional by Insurance Business.
