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Webinar - NGL - LTC Sales for Group Clients
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Linked Benefits For LESS
Join Ron Cohen, LTCP, DIA, DIF of Resource Brokerage, LLC and Fred Sherman CLU, ChFC, CLTC of Securian for a webinar on new sales ideas for Linked Benefit (Hybrid) plans. These sales ideas are tailored to overcome the most common objections your potential clients may have to traditional LTC coverage.
We are excited to present new concepts that show how a minimally funded Linked Benefit plan can provide your client with maximized protection! If you are an experienced broker in LTCi or a new broker that hasn’t sold Linked Benefits plans before, this webinar is created with both of you in mind!
Topics:
- Showing how to construct low cost linked benefit plan concepts that work
- How to use the gift tax to provide LTC protection
- How to use HSA accounts to fund Linked Benefits plans
- How to structure a product to use RMD’s to fund Linked Benefit plan designs—giving maximum multipliers to your withdrawals.
- Learn a Linked Benefit elevator speech to help you explain the concept to your clients in order to garner the most interest and create a followup appointment.
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Meet Our Presenters
Ron Cohen LTCP, DIA, DIF has 24 years specializing in the individual Disability and LTC industry. Ron has 11 years’ experience selling retail and 13 years as a brokerage specialist helping our brokers become successful selling individual Disability and LTCi.
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Guest Presenter
Fred ShermanCLU, ChFC, CLTC has over 20 years of experience wholesaling Life, LTCi and Linked Benefit products through multiple distribution channels. He has been instrumental in growing premium with three major carriers with an emphasis in the independent distribution system. In addition to wholesaling, he has a wide breadth of experience in product design, sales and marketing specific to LTCi and Linked Benefit products.
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