Uncovering New Sales Opportunities: Estate Planning Meets Long-Term Care

This special guest webinar features Bill Beckett and Caitlyn Harris of Mutual of Omaha!

In this session, you'll gain practical insight on the intersection between estate planning and long-term care insurance. We'll cover:

• Core documents and strategies that form the foundation of an estate plan
• How long-term care costs can derail even a well-structured estate plan, including a side-by-side case study comparison
• Planning and sales opportunities that help protect clients from the financial risk of long-term care

Long-term care is one of the biggest risks to your clients' assets, yet it remains an afterthought in many planning conversations. Whether you're new to estate planning concepts or looking to sharpen your LTC positioning, you'll leave with tools you can put to work in your next client meeting.

Download the handouts from this session >>