AIN Events: CareMatters – The Next Generation
Join AIN and the team at Nationwide as they introduce all of us to their newly refreshed CareMatters Asset-Based Long-Term Care offering.
One Session
Thursday, May 16th
11:00 AM Pacific
Asset-Based LTC
AIN Events: The Two for One LTC Planning Strategy
Joint or survivorship products have long been a way to gain more favorable pricing on financial products. Of course, if you find yourself single either through divorce or a spouse passing away, that more favorable pricing disappears… Or does it? Join AIN’s Jaime Mueller as she shares an approach for anyone who finds themselves single again and in need of handling their LTC funding strategy.
One Session
Thursday, September 13th
11:00 Pacific
AIN Events: Dormant Assets, Changing Priorities and 20-20 Foresight
Join AIN’s Jaime Mueller as we get strategic about risk management and legacy planning strategies with a quick overview of the Long-Term Care market, some insight into the average client’s thought processes around planning for care and an investigation of the pros and cons os some of the planning strategies available to advisors and their clients. Topics include:
- New stats around the need for care that shine a light on how important a care funding strategy is to a financial plan.
- Insight into how the typical client is already planning for care and the challenges their “plan” may face.
- Two case design solutions that build on the “good, better, best” strategy to give clients multiple solutions to choose from.
- A quick discussion of the increased compensation inherent in the “best” solution we’ll cover on the call.
One Session
Thursday, August 9th
11:00 Pacific