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How to start the extended care planning conversation plus bonus sales idea

April 9 @ 2:00 pm - 2:30 pm

Join us as Tim Vannoy, One America and Lisa Roose, Director of Long Term Care, ORG. Discuss ‘ How to start the extended care planning conversation plus bonus sales idea.

• Provide the framework of a meaningful conversation with any client.
• Establish the need for putting together an extended care plan.
• Discuss the consequences on loved ones should a care event occur.
• Find the funding source(s) for the plan.
• BONUS Sales Idea: Easy issue for ages 75 to 87 – four simple questions for those clients that own an old non-qualified annuity.

 

This webinar is concluded, we have a recording of the webinar Click Here to view.

Details

Date:
April 9
Time:
2:00 pm - 2:30 pm

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