The CLTC Roundtable Series
Helping CLTC Grads Put Theory into Practice
Combine your classroom learning with real life practical experience in one or all three of our virtual study group sessions.
Whether you are a recent graduate or have held your designation for many years, talking with other grads about their wins, losses and near misses can bring your competency and confidence for LTCi and Life client conversations to a new level.
Sign up for one session or all three of our 60-minute virtual CLTC Roundtable sessions. All will be attended by CLTC grads and facilitated by a CLTC instructor.
- "How to Identify and Segment Clients for a LTC Conversation"
- "How to Help Your Clients See a Need to Plan (for extended care)"
- "How to Overcome, if not Avoid, Common Objections"
Each session will be facilitated by a CLTC instructor who will create group discussion to uncover and address your questions and challenges.
There is only one session per topic and space is limited to 15 graduates per session.
Sign up today to ensure your participation.
Meet Your Facilitators
Rhonda Vry-Bills
Since 1996, Rhonda has dedicated herself to the long-term care insurance industry. In 2002 she started Long Term Care Strategies, Inc. where she established strategic alliances with planning professionals, allowing her to focus on what she does best, long-term care planning. In addition, Rhonda is a sought-after public speaker and has addressed numerous professional and business organizations. She has been recognized as a top 10 producing agent nationally and claimed first in sales in Iowa many times.
Lori Martin
Lori Martin, Principal of Envision Benefit Specialists, LLC, has over 25 years of experience in the insurance industry. Her company focuses on providing education on long-term care (LTC) insurance options for individuals and groups and strategic benefit planning for businesses. Lori holds seminars for financial planning practices, law firms, CPAs, associations and civic groups on the value of planning for LTC. She is active in several Senior Service Associations in the Chicago area and conducts CE classes for healthcare professionals.
