PreRecorded GoldenCare Product and Sales Training Videos
Now more than ever, your clients are looking to you to help them stay out of the nursing home.
Let’s help them.
We’re here to provide you with the products, strategies and tips to help more people and
close more sales!
Not Contracted Yet? What are you waiting for!
Get Started Now to Access Our Exclusive Tools!
Featured Event Videos:
Words of Wisdom Webinar Series
with Tom Randall
Tom Randall’s “Words.Of.Wisdom” webinar series offers expert sales strategies, product planning insights, and insider tips on various topics. Don’t miss this opportunity to enhance your skills and stay ahead in your industry. Register now for actionable insights and practical advice from industry experts.
W.ords O.f W.isdom
Full Video Showcase
WOW Series:
A Closer Look: OmniFlex and Recovery Care
Experience firsthand the invaluable insights into the competitive edge offered by Aetna and OmniFlex Short-Term Care plans, presented live by Tom himself. If you sell Aetna products, this is an event you simply can’t afford to miss!
WOW Series:
Secret Gaps Filled by Short Term Care and Home Health Care
Our team has spent weeks pouring over the research and we’ve identified STUNNING gaps in coverage that pose significant risk to your clients. W.O.W event using our easy solutions!
WOW Series:
Client Sale A – Z
This time we’ll show a complete A to Z Extended Care Conversation Starter and Sales Presentation. You’ll have front-row seats as the expert introduces Extended Care solutions, guiding you through the process from start to finish!
WOW Series:
STC Plan Design & e-App
Tom Randall goes through some of the most impactful plan design strategies to offer your client maximum coverage for their dollar!
WOW Series:
STC Industry – The Big Picture
Tom Randall gives you a bird’s eye view of the STC industry, sharing some of the most recent updates and our insights on what’s to come.
AFEUSA / CHUBB Lifetime Benefit Term with LTC Protection
Guaranteed Issue Life with Long-Term Care*
*Must be working 30 hours per week
Chubb’s LifeTime Benefit Term with LTC Protection. Available for Individual and Worksite/Association sales through AFEUSA.
Extended Care Plans Made Easy
The Missing Link in Your Client’s Health Care Plan:
EXTENDED CARE INSURANCE PLANS
Short-Term Care and Home Health Care plans should be part of every retirement plan. These affordable solutions fill the gaps in clients’ Medicare plans, Life Insurance/Final Expense plans, as well as Annuities/Assets Under Management plans.
Your clients are looking for guidance. If not YOU, WHO? If not NOW, WHEN?
GoldenCare’s Suite of Short-Term Care Plan Options
The Missing Link in Your Client’s Health Care Plan:
EXTENDED CARE INSURANCE PLANS
Consumers are demanding solutions to help them plan for future Extended Care needs and carriers are responding with new Short-Term Care products! GoldenCare’s portfolio has quickly expanded to include several options, but which fits best with your client’s current health and budget?
Click the categories below to view our library of On-Demand Videos
GoldenCare Fast Facts
You have questions? Now it’s easy to find fast answers! Even if you’ve sold an insurance product for years, there is always an opportunity to learn something new!
Fast Facts are short video explanations and answers to the most common product, strategy, tool and selling questions!
Browse and Watch Fast Facts Topics
GoldenCare Insights – Success in 2023 | Tom Randall
Sales Strategy
2023 is going to be a banner year for GoldenCare and our agents! Tom Randall shares his thoughts and perspective on the Long-Term Care industry, with details on the trends being seen and insights on how GoldenCare is positioned to help you succeed!
Answering Objections and Overcoming Client Hesitancy | Jeff Clark
Sales Strategy
Despite the important role Long Term Care insurance plays in planning for one’s future, insurance professionals face reluctance and hesitancy from consumers.
Regional Director, Jeff Clark, discusses how to overcome the hesitation and reassure your client.
“Pivot” The Pivot Concept Series | Tom Randall
We believe the senior insurance industry needs to embrace an overall paradigm shift in how we present to consumers.
Today, the wisest agents are taking full advantage of GoldenCare’s Perfect Portfolio
of products and going into each presentation prepared to ‘serve, protect & feed nearly
everyone.’
Pivot Part I Video Part 1 Slides Pivot Part II Video Request Pivot Consumer Presentation Request
GoldenCare’s LTC/STC Health Assessment Form
Information on GoldenCare’s Perfect Portfolio
Copy of Tom’s Presentation Slides
“Missing Link” Consumer Presentation | Jeff Clark
The missing link in your client’s financial plan is still Longevity Planning
This is the updated, new Long Term Care presentation that has sold millions in long-term care insurance!
Use this as a training tool and sharpen up your presentation skills.
How do you sell Long- Term Care Insurance?
This is how.
Long-Term Care Consumer Presentation | Mark Randall
This is the ORIGINAL Long Term Care presentation that has sold millions in long-term care insurance developed by LTC industry expert, Mark Randall and presented at hundreds of seminars around the country.
Mark developed this presentation to educate consumers and help you sell long-term care insurance in the field.
Don’t miss this classic long-term care presentation delivered by Mark himself!
Dispelling Hybrid Claims of Having Solved “Use It or Lose It” | Jeff Clark
Traditional Long-Term Care insurance is still the best option in many cases – including premium comparisons!
LTCi vs. Hybrid – The Gloves Are Coming Off Series | Jeff Clark
“Bundled” hybrids, in most cases, are a lose for your clients AND hit you in the commissions! Jeff Clark explains why and asks the question “Why are agents continuing to recommend hybrids?” in our LTCi vs Hybrid 2 Part Series
Updated LTC vs Hybrids Webinar
LTC vs. Hybrids Part I Slides Why are Hybrids Still Being Sold Part II Slides
LTC & Alternative Solutions | Tom Randall
The product options you need to help you help more people.
With the Aging of America, the problems facing our existing social programs, and the high cost of long term care services, these are the product options you need to know to help more people out there in the field. From traditional long term care to home health care to new hybrid plans, we specialize in helping you get more people covered.
Cracked the Code: Keeping LTC Affordable | Jeff Clark | Jon Randall
Make Long-Term Care insurance affordable for your clients.
GoldenCare has Cracked The Code! Review Mutual of Omaha’s refreshed rates and explains the cost-saving strategies you can begin utilizing today! Premium examples included.
Watch Video featuring Jeff Clark | Watch Video featuring Jon Randall | Slides
When & How to “Pivot” | Tom Randall
If one plan doesn’t work for your client – PIVOT to the next plan.
The days are long gone of making your living based on the sales of just a few Long-Term Care Insurance products. The traditional LTCi market has changed too much – and as agents, we need to change as well.
Learn WHY and HOW to pivot during the sales process, allowing you to help more people, close more sales and make more money.
Integrity LTC Referral Program | Tom Randall
Don’t have or want to go through LTCi contracting? REFER!
Do you have clients, colleagues or family asking you about long term care insurance and staying out of the nursing home? No matter what your field of expertise, our longevity specialists can help! It has never been easier to help your clients, prospects and family to plan for their future.
NGL EssentialLTC LTCi for Almost Any Business | Larry Moore
EssentialLTC’s program for the worksite is available to businesses with at least 5 employees, offers a streamlined group approval process, has low minimum participation, and features competitively priced comprehensive benefit options.
If you haven’t considered promoting LTCi in the worksite market, this innovative product may change your mind!
How to Increase Sales
Tips to Create More Sales!
With concerns about meeting in person and restrictions on socializing in groups or gatherings,
how do you find new prospects for your business?
Our LTC Experts show you new strategies to
help build your business and increase sales by identifying new opportunities!
Jon Randall
Watch Video | Presentation Slides
Jeff Clark
LTC Expert’s Insight | Harry Crosby
Sell like the experts!
Harry is a recognized leader, setting national production records in 1995 based solely on the sales of ONE carrier’s Long-Term Care insurance policy.
He is still hugely successful in today’s market, having adopted a mindset and strategy allowing him to close more sales now than possible five years ago!
Dial It Down: Lower Inflation = Lower Cost | Jon Randall
New plan-design strategies that can help you increase your sales.
By taking advantage of Mutual of Omaha’s unparalleled flexibility, you can dial down the premium using one of 69 Inflation Rider/Inflation Term combinations on the Custom Solution plan!
Designing Affordable Long-Term Care Plans | Jeff Clark
Make Long-Term Care insurance affordable for your clients.
Are your clients struggling with high LTCi premiums?
GoldenCare’s Jeff Clark, a skilled LTCi agent with 20+ years of experience, shares expert tips & proven strategies for plan designs that don’t break the bank!
LTC Back to Basics
Long-Term Care insurance BASICS!
Listen in as experts simplify traditional LTC insurance plans
into 3 basic concepts. We’ll help you understand those three things that cover about 95% of how LTCi policies work!
Jon Randall
Watch Video | Slides
Jeff Clark
Watch Video | Slides
LTC Pro Sales Strategies Series | Special Guest Harry Crosby
Sell More Long-Term Care insurance.
Harry shares some of his tried-and-true strategies and sales tips from his 30 years in the business in this LTC Pro Series special event!
LTC Pro Sales Strategies Series | Special Guest Michael Johnson
Sell More Long-Term Care insurance.
Long Term Care Insurance “Recipe for a Sale” featuring Michael Johnson, GoldenCare, Manager Career Division
LTC Pro Sales Strategies Series | Special Guest Mark Goldberg Part 1
Sell More Long-Term Care insurance.
Special guest speaker, Mark Goldberg. Struggling to initiate the Long-Term Care conversation with clients? Having difficulty closing a sale and getting an application taken? Special guest, Mark Goldberg gives tried-and-true sales tips and strategies!
LTC Pro Sales Strategies Series | Special Guest Mark Goldberg Part 2
Sell More Long-Term Care insurance.
Special guest speaker, Mark Goldberg, shares his tried-and-true strategies and sales tips! In Part 2, this presentation focuses on LTCi plan design, taking the insurance application, post-sale & delivery, as well as generating referrals.
Longevity Health Planning | Dennis Rinner
Incorporate Long Term Care insurance into your portfolio.
Listen in on the unique breakthrough approach to incorporating Long-Term Care insurance into your practice.
Stratecision Long-Term Care Comparison Tool Demo | Lynn Voss
GoldenCare Agent Service Benefit
If you sell Long-Term Care insurance, StrateCision is a valuable must have tool allows you to quote and compare plans with all of the major LTCi companies. Plus, learn how you can use the WebAdvisor section of the tool to compare features and gain an edge on the competition!
Mastering the MutualCare Solutions Quoting Software | Lynn Voss
GoldenCare Agent Service Benefit
You may have the MutualCare Solutions LTCi premium-generating software… But in this special training, we’ll share insider tips & tricks to help you run illustrations like a pro!
Bring In An Expert | Jeff Clark
Long-Term Care Sales
Our experts are available to help you close a sale, answer detailed product questions, help clients feel at ease or even pivot to a different insurance solution if health requires. Make an appointment today!
Where To Find, View & Download Insurance Forms | Lynn Voss
GoldenCare Agent Service Benefit
There are multiple ways to obtain forms & materials for the insurance products in our portfolio watch this live demonstration to learn where to find the forms you need to write business. You can submit an online request, use the Form Download feature on our agent website, or fax a paper request form. We make it easy, and we’ll show you how!
LTC CEO Office, Home and Internet Software Demo | Cori Fountain
GoldenCare Agent Service Benefit
Demo of our premier Agent Sales Software – everything you need
to succeed in the field at your fingertips!
Customizable Consumer Presentations | Calculators | Answers to Objections | Sales Tips |
Internet Sales | Medicare, Medicaid, VA and Sales Resources
GoldenCare Rewards Program | Lynn Voss
GoldenCare Agent Service Benefit
One key update we’re excited to announce: our Rewards Program now has a national footprint! Agents nationwide can now participate and redeem Points!
CareOptions Health and Wellness Hub | Bob Pearson
GoldenCare Agent Service Benefit
GoldenCare is pleased to offer CareOptions, an award-winning software platform that offers countless, valuable healthcare and wellness resources, interactive health assessment tools, unbiased information on the health and wellness topics that matter to your clients, prospects and groups!
GoldenCare’s Annuity Referral Program
GoldenCare Agent Service Benefit
Offering your clients additional retirement planning solutions outside your Long-Term Care and Medicare expertise can be a lucrative breeze! Your clients can still benefit from the coverage, no additional training or appointments are required of you, and you’ll still generate additional revenue!
GoldenCare’s Suite of Short-Term Care Plan Options | Jeff Clark
GoldenCare’s portfolio has quickly expanded to include several options, but which fits best with your client’s current health and budget?
7 Overlooked Short-Term Care Facts That May Surprise You | Jeff Clark
“Short-Term Care insurance” brings several misconceptions to mind, and we’ve been challenged to CHANGE YOUR MIND! We have some surprising facts about STC that may change your entire sales process!
Extended Care – Starting the Conversation
STC insurance is an excellent fit alongside various senior insurance policies. Join this presentation to learn the best ways to segue into the Extended Care Planning conversation.
Tom Randall and Dennis Rinner
Jeff Clark
Extended Care Plans Made Easy
The Missing Link in Your Client’s Health Care Plan: EXTENDED CARE INSURANCE PLANS. Your clients are looking for guidance. If not YOU, WHO? If not NOW, WHEN?
OmniFlex™ The Nuts and Bolts! | Tom Randall
GoldenCare’s National Marketing Director, Tom Randall, is here with the all the product details on this revolutionary new flex product changing the Longevity Insurance Industry!
OmniFlex™ Back to Basics
What’s all the hype about OmniFlex™? This year’s launch of OmniFlex created a ripple effect in the Short-Term Care insurance market, that has since turned into a tidal wave
Featuring Jeff Clark
Featuring Jon Randall
How to Introduce STC During Client Meetings | Jeff Clark
Short-Term Care insurance is an excellent fit alongside various senior insurance policies!
Worried younger clients would have no interest? Or that your zero-premium Medicare Advantage clients would not consider STCi because of cost? Join Jeff Clark as he shares insights & selling tips on introducing STCi.
Hiding in Plain Sight | Jeff Clark
Short-Term Care Insurance – This is the product revolutionizing the industry!
Anyone in the Hybrid/Linked Benefit market understands the
frustration of a declined case. It means the loss of a large sale, and the
inability to meet two of your client’s insurance needs.
What if the best solution to this scenario was right under your nose?
Hiding in plain sight?
Let us introduce you to a new concept that may open your eyes,
save more sales, and still put commission dollars in your pocket.
OmniFlex STC vs Traditional LTCi & Hybrid Plans | Jeff Clark
Short-Term Care Insurance – This is the product revolutionizing the industry!
Let’s overcome some common misconceptions about Short-Term Care insurance policies. Today’s STCi plans offer up to a year of benefits, with built-in Restoration. This can allow for Plan Maximums that compete against traditional LTCi and Hybrid policies — but for MUCH LESS COST!
Competitive Advantages: Cigna STC and OmniFlex | Tom Randall
Short-Term Care Insurance – This is the product revolutionizing the industry!
The Cigna Healthcare Choice Short-Term Care product was just launched in 18 states in April. Get the inside scoop!
OmniFlex™ Ask the Experts
GoldenCare’s longevity planning experts answer questions and discuss our new OmniFlex™ plan. Still have questions? Call us! 800-842-7799
OmniFlex™ Highlights | Dennis Rinner
Top Highlights of Our Revolutionary New Short-Term Care Plan with comparisons.
OmniFlex™ A New Solution For Every Agent’s Portfolio | Jeff Clark
Short-Term Care Insurance – This is the product revolutionizing the industry!
Every so many years there is a boom in the insurance industry. This new plan is the EXPLOSION — Longevity Planning like you have never seen! OmniFlex is that revolutionary plan.
Finding the Niche: OmniFlex and Essential Care
Short-Term Care Insurance – Comparison
GoldenCare is leading the way with Short-Term Care plans! Which plan fits where? Tom Randall and Dennis Rinner explain. Call 800-842-7799 to offer these revolutionary plans.
Tom Randall / Dennis Rinner
Jeff Clark
OmniFlex™ Determining Client Eligibility | Jon Randall
Short-Term Care Insurance – This is the product revolutionizing the industry!
Regional Director, Jon Randall, gives a discussion about the best way to determine client eligibility. He’ll review the various resources and tools at your disposal, making eligibility quick and easy to determine. Call us at 800-842-7799 to add OmniFlex to your portfolio!
ManhattanLife Home Health Care Select
Home Health Care Plans – Fill those gaps in your clients health care plan
ManhattanLife’s Home Health Care Select plans new plan basics, enhancements and new features let’s you help more clients!
Featuring Jeff Clark
Featuring Jon Randall
GTL’s Critical Cash | Jeff Clark
Critical Illness on a LTCi chassis. A great alternative for LTC declines!
• 4 Health Questions — Over 90% Issue Rate
• Pays 1st-Day Upon Diagnosis — Lump-Sum Benefits
• Can Pay Multiple Times – Not One and Done
• Pays Up To $5,500/Mos. Nursing Home – On Top of Basic Benefits
Flexible design allows affordability!
GoldenCare’s New Features InstaPIVOT Short-Term Care Underwriting Tool Demo | Lynn Voss and Manny Rosen
Short-Term Care Insurance – A great alternative for LTC declines!
Demonstrate of GoldenCare’s new Agent Corner and InstaPIVOT EXCLUSIVE Short-Term Care Underwriting Tool.
Longevity Care Insurance: A Shifting Market | Jeff Clark
Short-Term Care Insurance – A great alternative for LTC declines!
The Short-Term Care insurance industry is poised for explosive growth. Jeff Clark explains how STCi can offer more of your clients affordable coverage
GTL’s Critical Cash | Jon Randall
Critical Illness on a LTCi chassis. A great alternative for LTC declines!
• 4 Health Questions — Over 90% Issue Rate
• Pays 1st-Day Upon Diagnosis — Lump-Sum Benefits
• Can Pay Multiple Times – Not One and Done
• Pays Up To $5,500/Mos. Nursing Home – On Top of Basic Benefits
Flexible design allows affordability!
GTL’s Short-Term Care HHC Plan Exciting Enhancements | Special Guests
“Instant issue” plan with only 3 knock out questions. For your hard to insure clients.
GTL’s STHHC product now stands out in the industry with a 360-day benefit period for Home Health Care Aides, plus support for family caregivers!
Watch Special Guest Zack Parker Watch Special Guest Greg Esposito
GTL’s Short-Term Home Health Care | Jon Randall
“Instant issue” plan with only 3 knock out questions. For your hard to insure clients.
Great insurance plan on its own, but paired with other GTL supplemental products (Critical Cash, Advantage Plus HIP, CI), you’ll really be able to maximize coverage for your clients!
GTL’s Product Training | Michael Gende
Get the most out of Critical Cash and Short-Term Home Health Care
In addition to basic benefit information, Michael also emphasizes how well these two products complement one another.
GTL’s STHHC vs. Home Care Secure| Michael Gende
Compare these two popular home health plans
Delve into the details of each GTL’s existing Home Health Care plan and the new Home Care Secure.
Introducing Essential Care STC from Wellabe | Courtney Maye
Short-Term Care Insurance – A great alternative for LTC declines!
GoldenCare’s commitment to serving the senior extended care industry and providing our agents with cutting-edge insurance solutions has never been greater and we are thrilled to announce our newest Short-Term Care “Essential Care” from Wellabe.
Aetna’s Recovery Care vs GTL’s Recover Cash
Short Term Care Plans
There’s never been a more crucial time to help your clients stay out of the nursing home.
Our Regional Directors take a look at the detailed differences between these two Home Health Care options to help you recommend the right product and highlights the differences, providing insight on the unique niches of each, and focusing on the features that may make one more advantageous for your client than the other.
Despite the obvious similarities, there are plenty of differences between Aetna’s Recovery Care and GTL’s Recover Cash short-term care policies!
Featuring Jeff Clark Watch Video Presentation Slides
Introducing Thrivent Long-Term Care Insurance | Special Guest
Learn about the benefit-rich traditional Long-Term Care solution backed by the strength and stability of the world’s largest fraternal benefit society!
AFEUSA / CHUBB Lifetime Benefit Term with LTC Protection | Tom Randall and Dennis Rinner
Linked Benefit/Hybrid – This is the product revolutionizing the industry!
AFEUSA is pleased to offer members this unique product; LifeTime Benefit Term (LBT), from CHUBB! It includes a life insurance death benefit and a qualified long-term care linked benefit rider which can be used if the member requires long-term care services.
New LTCi Alternative for Tough to Place Clients| Tom Randall and Dennis Rinner
Life with LTC protection
Finally! Long-Term Care alternative for states with limited plans and for your hard to place clients. Sign Up Now
OmniFlex STC vs Traditional LTCi & Hybrid Plans | Jeff Clark
Short-Term Care Insurance – This is the product revolutionizing the industry!
Let’s overcome some common misconceptions about Short-Term Care insurance policies. Today’s STCi plans offer up to a year of benefits, with built-in Restoration. This can allow for Plan Maximums that compete against traditional LTCi and Hybrid policies — but for MUCH LESS COST!
Integrity LTC Referral Program | Tom Randall
Do you have clients, colleagues or family asking you about long term care insurance and staying out of the nursing home? No matter what your field of expertise, our longevity specialists can help! It has never been easier to help your clients, prospects and family to plan for their future.
Bring In An Expert | Jeff Clark
Long-Term Care Sales
Our experts are available to help you close a sale, answer detailed product questions, help clients feel at ease or even pivot to a different insurance solution if health requires. Make an appointment today!
LTCi vs. Hybrid – The Gloves Are Coming Off Series | Jeff Clark
“Bundled” hybrids, in most cases, are a lose for your clients AND hit you in the commissions! Jeff Clark explains why and asks the question “Why are agents continuing to recommend hybrids?” in our LTCi vs Hybrid 2 Part Series.
LTC vs. Hybrids Part I Slides Why are Hybrids Still Being Sold Part II Slides
LTC Back to Basics
Long-Term Care insurance BASICS!
Listen in as experts simplify traditional LTC insurance plans
into 3 basic concepts. We’ll help you understand those three things that cover about 95% of how LTCi policies work!
Jon Randall
Watch Video | Slides
Jeff Clark
Watch Video | Slides
LTCi Comparison: Transamerica vs Mutual of Omaha | Tom Randall
In light of Transamerica’s impending exit, Mutual of Omaha is a clear front-runner. Its consumer-oriented features and sheer level of flexibility make it a long-time agent favorite. See this feature and pricing comparison of products!
NGL EssentialLTC LTCi for Almost Any Business | Larry Moore
EssentialLTC’s program for the worksite is available to businesses with at least 5 employees, offers a streamlined group approval process, has low minimum participation, and features competitively priced comprehensive benefit options.
If you haven’t considered promoting LTCi in the worksite market, this innovative product may change your mind!
EssentialLTC LTCi Unique Features Open Doors to New Sales Opportunities | Special Guest
Guest Speakers Lawrence Vivenzio & Marc Glickman from National Guardian Life show you the “sweet spots” and unique benefits that make the EssentialLTC plan so appealing to a variety of clients!
EssentialLTC from National Guardian Life | Larry Moore
A recent ThinkAdvisor article shows NGL LTCi sales have increased by 184% between 2020 and 2022. If you’re not offering this unique LTCi policy – you’re missing out! Get to know the strengths and advantages of this plan as we cover basic policy details, product niche, and more!
Introducing CareMatters® II | Kyle Chontos
Special Guest, Kyle Chontos reviews plan benefits, illustration software and competitive advantages of CareMatters II.
CareMatters Together™ In-Depth Training | Kyle Chontos
Kyle Chontos shows you the plan highlights and features that set the CareMatters Together product apart.
Thrivent Highlights, Taxation & Other Valuable Tips | Special Guest
Special Guest Joe Dunford & Anthony Vossenberg highlight niches and key market strengths of their traditional LTC plan.
Cracked the Code: Keeping LTC Affordable | Jeff Clark
Make Long-Term Care insurance affordable for your clients.
GoldenCare has Cracked The Code! TJeff Clark reviews Mutual of Omaha’s refreshed rates and explains the cost-saving strategies you can begin utilizing today! Premium examples included.
Mutual of Omaha’s e-App Demo | Jenn Felten
Get tips to avoid common mistakes, review different consumer signature options, and learn what to expect after submission! Using the Mutual of Omaha e-App, there’s never been an easier way to submit business!
Mutual of Omaha’s MutualCare Training
GoldenCare is proud to have helped in the design of our premier Long-Term Care product, MutualCare Custom Solution. This product is very competitively priced and has all the benefits & features needed to allow you to design a plan that fits each of your clients’ individual needs and budgets.
Mutual of Omaha’s New LTCi Solution: Omaha’s IUL with LTC Rider | Special Guest
GoldenCare welcomes Sandy Pitre, Brokerage Life Sales Director at Mutual of Omaha for an intro to Omaha’s new LTC Rider available on the Income Advantage IUL and Life Protection Advantage IUL
Omaha’s Underwriting Insights & New Business Process | Special Guests
Special Guests, Chris Klement and Monica Sharp review the latest underwriting criteria and requirement changes, provide insight on how common medical conditions are treated, and what basic field underwriting questions you should be asking and clarify new business processes, reviewing current time service estimates, typical requirements based on applicant age, with details on collecting missing requirements post-issue using amendments.
MutualCare Solutions Next Steps Flyer
LTCi Prescreen Flyer | Mutual of Omaha Condition-Related UW Tip Sheets
Omaha’s Underwriting Insights & Amendment Process | Special Guest
GoldenCare is pleased to have Demerri Bond, Mutual of Omaha’s LTC Underwriting Manager, and Aaron Smallwood, Mutual of Omaha’s Underwriting Support Supervisor (LTC) for this special training event.
Mutual of Omaha’s The Unique Tax Advantages of Traditional LTC | Tom Fridrich
The tax saving potential of a traditional Long Term Care policy. Learn how you can help individual and business owners reduce their tax bill while planning for their future long-term care needs.
Mutual of Omaha’s The Unique Tax Advantages of Traditional LTC | Stephen Alloy
Learn how you can help individuals and business owners reduce their tax bill while planning for their future long-term care needs.
Mutual of Omaha’s SECURE 2.0 Act and Long-Term Care | Stephen Alloy
Discussion around the LTC portions of the Act and how it may impact the LTCi industry.
Rate Increases- How to Address Consumer Concerns | Jeff Clark
Turn this conversation from a negative to a positive!
If you’ve had questions from clients on rate increases or you just want to get ahead in case you do, Jeff is going to show you how to address concerns.
Designing Affordable Long-Term Care Plans | Jeff Clark
Make Long-Term Care insurance affordable for your clients.
Are your clients struggling with high LTCi premiums?
GoldenCare’s Jeff Clark, a skilled LTCi agent with 20+ years of experience, shares expert tips & proven strategies for plan designs that don’t break the bank!
AFEUSA / CHUBB Lifetime Benefit Term with LTC Protection | Tom Randall and Dennis Rinner
Life with Linked LTC
AFEUSA is pleased to offer members this unique product; LifeTime Benefit Term (LBT), from CHUBB! It includes a life insurance death benefit and a qualified long-term care linked benefit rider which can be used if the member requires long-term care services.
New LTCi Alternative for Tough to Place Clients | Tom Randall and Dennis Rinner
Life with Linked LTC
Finally! Long-Term Care alternative for states with limited plans and for your hard to place clients.
One America | Keith Bercun
Hybrid / Linked Benefit Policy. Two insurance needs with one plan.
Asset-Care is whole life insurance that allows access to 100 percent of the life policy death benefit to help pay for qualifying LTC expenses. Asset Care can help your clients retain their independence, preserve their dignity and leave a legacy for loved ones.
SecureCare Universal Life | Special Guest
Hybrid / Linked Benefit Policy. Two insurance needs with one plan.
Your clients can’t predict when a health crisis might strike and derail their carefully crafted retirement plans and investment portfolios.
You can’t either.
But you can talk to them about SecureCare Universal Life, a linked-benefit product that:
* provides a cash benefit they can use however they want
* helps shield other assets from the impact of LTC expenses
* leaves a tax-free death benefit to beneficiaries
* offers a reduced paid-up benefit if they stop paying premiums
LTC vs. Hybrid – The Gloves Are Coming Off | Jeff Clark
Linked-Benefit or “Hybrid” insurance plans have gained popularity over the years, with more and more LTCi agents gravitating toward them.
GTL’s Critical Cash | Jon Randall
Critical Illness on a LTCi chassis. A great alternative for LTC declines!
• 4 Health Questions — Over 90% Issue Rate
• Pays 1st-Day Upon Diagnosis — Lump-Sum Benefits
• Can Pay Multiple Times – Not One and Done
• Pays Up To $5,500/Mos. Nursing Home – On Top of Basic Benefits
Flexible design allows affordability!
Mutual of Omaha: Critical Advantage Solutions | Michael Prothe
Cancer | Cardiac | CI alternatives for your LTCi declines
Clients declined for LTCi with 2+ person family history of dementia could still be issued a Critical Advantage plan,
SAVE THE SALE!
From filling gaps in Medicare coverage, to insuring LTCi declines from family history of musculoskeletal issues, Critical Advantage may be the plan for you.
Active Care from Washington National | Special Guest
Critical Illness Plus. Another alternative to your LTCi declines
GoldenCare’s Special Guest Speaker, Mark Warnock, Regional Sales Director for Washington National, gives an introductory training session on the Active Care product!
Active Care from Washington National Part 2 – Deep Dive | Mark Warnock
Critical Illness Plus. Another alternative to your LTCi declines
Sales strategies for utilizing the riders & modules introduced on our initial training. Sample plan designs are included, and we discuss how best to position Active Care for various types of clients.
Plan Details and Advantages of Affinity True Freedom | Dennis Rinner
Viable solutions for nearly every one of your client.
Affinity plans were recently launched to offer more flexibility and options than ever before! Rest assured with eligibility because there is
no medical underwriting, no issues ages and it is available in all 50 states!
All True Freedom Home Care Plans feature:
1-Question Field Issue | No Medical Underwriting | Available Nationwide | No Age Limit | No Elimination Period | No ADL Requirements | No Claim Forms
Why Sell Exclusive Med Supps Through GoldenCare?
Medicare Sales
Ted Sims from Integrity Marketing Group goes in depth on GoldenCare’s extensive Medicare portfolio including Med Supps with Aflac, ACE/Chubb, Humana Achieve, CVS, Health/Accendo, Lumico/Elips, Allstate and more!
• Access MedicareCENTER Now →
• MedicareCENTER Call-Recording How-To Video (3-minutes)
• MedicareCENTER Call-Recording How-To PDF
• Access CSG Actuarial Now →
• CSG Actuarial Demo Pre-Recorded Webinar
• Request Access to our T65 Mobile App →
For your copy of the presentation slides, click here
The Benefits of Partnering with GoldenCare for Your Medicare Sales
Medicare Sales
GoldenCare streamlines your Medicare sales and helps you handle the new rules and regulations with ease. Jeff Clark runs through quoting, apps, call recordings, leads and marketing and everything you need for this Medicare season.
Low Hanging Fruit KickStart Your Sales | Jeff Clark
Medicare Sales
Learn how to EASILY make your first $1,000 in Medicare commissions! We promise – it is MUCH easier than you think!
QuickStart – A Crash Course to Selling Medicare Products Immediately | Jeff Clark
Medicare Sales
10,000 Americans turn 65 EVERY DAY. Jeff Clark covers getting started in Medicare sales, carriers, products, understanding Medicare, enrollment tools and strategies to get you started.
Aflac Medicare Supplement | Ted Sims
Senior Medicare Products
Is your Medicare Supplemental tool complete? Add Aflac to your portfolio today1 Call us at 800-842-7799
Mutual of Omaha Medicare Product Solutions | Kristi Meyers
Senior Medicare Products
Review of the various options of Medicare Supplement, Dental & PDP with focus on the advantages of the Omaha solutions, and reiterate the strength of the Omaha brand.
Mutual of Omaha Medicare Supplement | Jason Weber
Medicare Supplement
Jason reviews the basics, compares premium rates, reiterates the strength of the Omaha brand, highlights discount programs, outlines the application process, and discusses high-level strategies & sales techniques!
CSG Actuarial: New Enhancements and Tools Demo | Anna Patrick
GoldenCare Agent Service Benefit
Topics: CSG Actuarial continues to enhance their Med Supp e-Application:
• Lumico/Elips Life Med Supps can now be submitted through CSG
• Instant, over-the-phone signature option for Aetna Med Supp e-Apps
• Optional Rx entry on Medico’s Med Supp e-App
CSG Actuarial: Medicare Advantage e-App Demo | Anna Patrick
GoldenCare Agent Service Benefit
Special guest speaker, Anna Patrick, provides a live demonstration of this new e-App, showcasing a brand new feature that allows you to cross sell Med Advantage and Hospital Indemnity – the first of its kind in the industry!
CSG Actuarial: Universal, Multi-Carrier Demos | Brien Welch
GoldenCare Agent Service Benefit
Medicare Quoting Tool | Electronic Scope of Approval | Comparison Tool
Actuarial is the must-have tool for you! Brien Welch demonstrates this innovative technology that allows agents to quote multiple carriers and submit a standardized, carrier-compliant application on the same platform.
CSG Actuarial Tool – Expanded Capabilities | Anna Patrick
GoldenCare Agent Benefit
The CSG Actuarial tool has expanded its capabilities!
MedicareCENTER Intro | Tom Wright
GoldenCare Agent Benefit
We’re very excited about the launch of our new MedicareCENTER! To help your Agents become familiar with the system’s many great features, watch this additional demonstration.
Enhanced MedicareCENTER | Jon Mikolyzk
GoldenCare Agent Benefit
The updated MedicareCENTER helps you produce and earn more, especially now that the powerful CSG Actuarial tool has become incorporated into the platform
GTL’s Hospital Indemnity Plan | Michael Gende
Medicare Hospital Gap Coverage
If you sell Medicare, this is the easy to sell plan that fills the gaps in your clients’ Medicare coverage.
GTL’s Heritage Plan
Graded Benefit Whole Life Insurance
Does your client have a plan in place to help pay for their final expenses?
Who will pay medical bills, unpaid credit card balances or funeral/burial expenses?
Accendo/CVS Health Final Expense
Final Expense Product
The Final Expense product with CVS Health® is an excellent addition to your portfolio, providing a powerful cross-selling opportunity with Aetna Medicare Supplement.
GoldenCare Insights – Success in 2023 | Tom Randall
Sales Strategy
2023 is going to be a banner year for GoldenCare and our agents! Tom Randall shares his thoughts and perspective on the Long-Term Care industry, with details on the trends being seen and insights on how GoldenCare is positioned to help you succeed!
SPECIAL: LTCi Industry Updates 2023| Steve Moses
Annual Expert Industry Update Special
Get caught up on the latest Long-Term Care Industry news as special guest, Steve Moses, shares his bird’s eye view of the Long-Term Care Industry including the Washington Cares Act and SECURE 2.0 Act.
Industry Updates Year End Grand Finale 2021 | Steve Moses
Annual Expert Industry Wrap Up – Plan for the new year!
Special guest speaker, Steve Moses, President of the Center for Long-Term Care Reform
joined us to deliver the inside scoop and hot topics of 2021
Watch Video Industry Updates Handout
Long-Term Care Industry Impacts: COVID-19 & WA Cares Fund
High-level discussion on the state of the industry with Long-Term Care industry leader, Steve Moses
Industry Updates Year End Grand Finale 2020 | Steve Moses
Annual Expert Industry Wrap Up – Plan for the new year!
Special guest speaker, Steve Moses, President of the Center for Long-Term Care Reform
joined us for one of our most important Industry Updates discussions to-date!
Get the inside scoop on 2020 and the expert knowledge you need to succeed in 2021!
Watch Video Download Presentation Overview
Industry Updates Year End Grand Finale 2019 | Jesse Slome
Annual Expert Industry Wrap Up – Plan for the new year!
Our wrap of the Senior Market and Long-Term Care of 2019 with special guest, nationally recognized expert in Long-Term Care insurance, Short-Term Care insurance, Medicare Supplement, Critical Illness insurance and the marketing and sale of insurance and financial products Jesse Slome!
