2020 is here. And so is your co-branded tax guide Our 2020 tax guide is now available. Download our generic version below or contact our sales team to get a co-branded one with your information and start marketing yourself in 2020. This piece is one of our most popular value adds. Use it to help expand relationships, grow your business and position yourself as the go-to resource. Download tax guide Contact Us Questions? Please call Securian’s Life Sales Support Team at 1-888-413-7860, option 1. #goldencareagent #minnesotalife #securian
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Getting Into the Hearts and Minds of Long-Term Care Buyers
Getting Into the Hearts and Minds of Long-Term Care Buyers At Mutual of Omaha, our goal is to help you find the right people to talk to about long-term care insurance – those who are most likely to buy a policy from you. In an effort to identify the right people, we initiated a research project to get into the hearts and mind of long-term care insurance buyers. We wanted to know who they are, why they buy (and why they don’t) and what steps they take to educate themselves before making a buying decision. We also wanted to know
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A Sales Idea Using Both the LTC and Chronic Illness Riders
Our Income Advantage IUL and Life Protection Advantage IUL policies now offer a Long-Term Care Rider in addition to an Accelerated Death Benefit for Chronic Illness Rider. In some cases, it may benefit your clients to choose both riders. Although both riders can’t be added to the same policy, your clients have the option to split a larger policy into two. And, only one application is needed – you just need to include instructions on the application regarding the client’s intent to split the policy. Take a look at the sales idea flyer to see a case study that shows
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Life, Simplified.
Our Simplified Issue products make your life simpler with uncomplicated underwriting, quick turnarounds and faster coverage for your clients. Faster processes to offer faster coverage – now that’s life insurance, simplified. On mutualofomaha.com/simple you can find: Tools to help you get started with Mutual of Omaha as a new agent Simplified issue product information, including downloadable marketing pieces, training videos, and consumer videos Underwriting and application resources Advanced sales concepts Contact information Be sure to check out this helpful resource and make sure to bookmark it so it’s always at your fingertips. Now that’s simple. Life, Simplified. #goldencareagent
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Prospect New Clients with This New Postcard
The products in the Critical Advantage Portfolio; Critical Illness insurance, Cancer insurance & Heart Attack/Stroke insurance, are designed with your client’s recovery in mind. Now, you can reach potential clients with the new prospecting postcard. Most people know someone who has been diagnosed with one of the conditions covered by the Critical Advantage products, so your clients understand the need for this coverage. All products offer a lump-sum payment upon diagnosis that can used for any out-of-pocket expense they may have. Expenses such as high insurance deductibles, replacing lost income or travel for specialized treatment. You can view the postcard
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Tax Season is a Great Time to Reach Out to Clients
Tax season is underway… are your clients ready? As you are working with your clients, make sure to keep our 2020 Advanced Markets Tax Reference Guide handy — it puts key tax figures and limits right at your fingertips. And, don’t forget — our Advanced Markets Team is here to help! A key objective of our team is to provide training and support that focuses on our areas of expertise – estate planning, business planning, and retirement and distribution planning – and that can help you with your sales efforts. If you have a question about a concept, how our
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Good News | Meet The Newest Addition To Our LTCi Portfolio
Now Available: Thrivent Long-Term Care Insurance We’re pleased to announce Thrivent Long-Term Care insurance is now available to you through GoldenCare! We’re dedicated to offering innovative solutions, even as the LTC Industry continues to change. Join us for introductory product training: Attend to learn about the benefit-rich LTC solution backed by the strength and stability of the world’s largest fraternal benefit society! Wed, Feb 26, 2020 11-11:45 a.m. CST Questions? Call the GoldenCare Marketing Team at 800-842-7799! Don’t forget to subscribe to our News Digest for all the latest announcements from the Top Carriers! Check out GoldenCare News
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“Pennsylvania Puts LTCI Issuer in Rehabilitation,” by Allison Bell”
“Pennsylvania Puts LTCI Issuer in Rehabilitation,” by Allison Bell, ThinkAdvisor Quote: “Regulators in Pennsylvania have put a midsize long-term care insurance (LTCI) issuer, Senior Health Insurance Company of Pennsylvania (SHIP), in rehabilitation. … The SHIP rehabilitation could be somewhat smaller than the Penn Treaty rehabilitation process.” LTC Comment (from Stephen A. Moses, President, Center for Long-Term Care Reform): Here we go again; Conseco this time.
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Clippings, Industry News, and Long-Term Care.
“How to Deal With an Aging Advisor Force and Aging Clients”
“How to Deal With an Aging Advisor Force and Aging Clients,” by Bernice Napach, ThinkAdvisor Quote: “More than one-third of financial advisors, or 111,500-plus, will be retiring this decade, along with many of their clients, creating a number of dramatic challenges for the industry. Firms will be faced with retaining the assets of retiring advisors, which account for almost 40% of all advisor assets, managing the shrinking or slower growing assets of existing, aging clients, and attracting newer, younger advisors to help run the business and draw in the heirs of current clients. Nearly $70 trillion in assets is expected
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Clippings, Industry News, and Long-Term Care.
Good News | Update Available: GoldenCare’s LTC CEO Selling Tools Software
New & Updated Content Now Available In Our LTC CEO GoldenCare’s exclusive LTC CEO Office, Home and Internet Selling Tools software was just updated to Version 9.3, with the very latest resources, calculators, and sales tools! This is the complete sales toolkit, loaded with the most powerful sales and training tools to help you suceed in selling Long-Term Care insurance and other Perfect Portfolio products. What is included in the LTC CEO? How do you get your hands on these Selling Tools? Contract through GoldenCare or write a piece of business to receive your copy of the LTC CEO free
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