Help Clients/Grow Revenue
MEDICARE & LONG -TERM CARE
LTC Insurance Alternatives for Your Medicare Clients That May Surprise You
By Marc Glickman, FSA, CLTC
I recently attended the annual Medicarians conference to meet with Medicare agencies about long-term care insurance. The conference once again saw record growth with thousands in attendance. A shout out to Jay Weintraub and Sonya Larson for hosting an amazing show and advocating for LTC planning.
There continues to be significant interest in LTC planning for many Medicare clients. Medicare does not cover most LTC services and LTC planning is an essential part of financial planning for most clients who are 65 or older.
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LIFE SETTLEMENTS
Life Insurance Settlements: Who’s Who?
By Lisa Rehburg
Many people (including your clients) do not know that selling a life insurance policy is an option, and they let their policies lapse or they surrender them. In fact, 2.5 million seniors a year will walk away from their life insurance policies, with little or nothing. There is more and more advertising for life insurance settlements on TV, in print, on social media, and on the radio.
The visibility for the life settlements solution is improving, but who exactly is advertising?
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MARKETING AND RETENTION
Intro and Comparison of ReminderMedia and Other Solutions
By Calbroker
As a business owner or sales professional, you’re probably always looking for the most effective way to stay in touch with your past clients and sphere of influence. ReminderMedia is a marketing company that helps real estate agents, insurance agents, financial professionals, and small business owners connect with their clients by providing various marketing tools and products.
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