Year-end planning strategies, policy review materials and more in this week’s newsletter
Medicare Covers All LTC, Right?
Clients think Medicare and Medicaid are the end of the long-term care conversation. Show them it’s just the beginning, with Lincoln’s help. Until they encounter a serious health event, your clients probably won’t think beyond the social safety net for long-term care needs. The reality may be a surprise. Read more.
Year-End Planning Strategies 2015
As 2015 comes to an end, your clients may want to take advantage of some last-minute planning options. This year-end flyer, approved for client use, is filled with useful information and planning strategies as your clients plan for the end of the year. Read more.
Winter is Coming
Any client can — and should — benefit from a policy review every three to five years, as well as following any major lifestyle changes. Use these updated Policy Review materials, and make sure your clients have coverage that’s keeping up with the seasons of their lives. Read more.
Properly Structuring Ownership Arrangements
Have you ever wondered what happens when there are multiple owners on a life insurance policy? Or if the owner is not the insured? Advanced Markets put together this short overview with valuable information on different ownership arrangements for life insurance policies. Read more.
Time to Put LTCi on the Radar Screen
It’s not uncommon to hear people say, “I need a new car…a new house…a new job.” But how often do you hear, “I need long-term care insurance?” For most people, LTCi doesn’t even appear on the radar screen. But it should. Use these tools to put LTCi on your customers’ radar screens. Read more.
Simplify LIFE in 4 Easy Steps
Do your clients know their life insurance needs? Many clients and prospects are unsure how much or what type of life insurance they need. Without clear guidance and overwhelmed by such an important decision, these clients often lack sufficient coverage. This Human Life Value campaign provides a simple four-step approach to help bring clarity to your clients’ life insurance needs. Read more.
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