[EVENT] Care Solutions University in Greenville, SC from OneAmerica
Wednesday 10/18/2023 at 10:00 am - 12:30 pm CDT
LTC industry veterans will lead an interactive deep dive into every aspect of the LTC sale
Agenda
How to have the LTC conversation easily, comfortably, and effectively
This will instantly impact your LTC sales success rate
Lead by Richelle Collazo, a multi-year MDRT qualifier based exclusively on LTC production
We’ll debut a brand-new interactive sales tool you can use with your clients that will make a big impact
Deep dive into OneAmerica’s robust LTC product portfolio… It’s the Swiss Army Knife of LTC solutions
Asset Care and Annuity Care education session
We’ll share how to customize a plan that will resonate with folks that have decided to self – insure
Paul Reynard, who has been successfully working with the OneAmerica LTC solutions for over 15 years will share his nuanced analysis, so you’ll know what products fits when, and more!
A Claims EXPERT’s insight into the LTC claim
Denise Cochran, our claims expert with 30+ years of experience will join us virtually and share some surprising information about the LTC claims experience, and what makes the process that she’s helped created so unique
Sales Ideas that you’ll be able to use straightaway
Put new life in those old non-qualified annuities, moving from tax-deferred to tax-free – Your clients will thank you for it!
Buy 95 & invest the difference! If your business model is assets under management, you’ll love this one!
Business Owners – Using the business checkbook and tax deductions
Using IRAs to fund the extended care plan
A OneAmerica Care Solutions Regional Meeting is coming to a city near you! Visit the OneAmerica Care Solutions Regional Meeting webpage to access registration information for all of the events.
Location: Halls Chophouse Greenville 550 South Main Street Greenville, SC 29601
LTC industry veterans will lead an interactive deep dive into every aspect of the LTC sale
Agenda
How to have the LTC conversation easily, comfortably, and effectively
Deep dive into OneAmerica’s robust LTC product portfolio… It’s the Swiss Army Knife of LTC solutions
A Claims EXPERT’s insight into the LTC claim
Sales Ideas that you’ll be able to use straightaway
A OneAmerica Care Solutions Regional Meeting is coming to a city near you! Visit the OneAmerica Care Solutions Regional Meeting webpage to access registration information for all of the events.
Location:
Halls Chophouse Greenville
550 South Main Street
Greenville, SC 29601
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