Asset-Based LTC Playbook скачать в хорошем качестве

Asset-Based LTC Playbook

Long-term care planning isn’t optional anymore. But “traditional LTC” can stall the conversation fast—pricing concerns, use-it-or-lose-it objections, and paperwork fatigue. CareMatters® Annuity changes the flow. It’s an asset-based strategy designed to help clients maximize dollars earmarked for care—while protecting what they’ve built for retirement and legacy. A planning-first strategy — how to reposition nonqualified dollars into 2x–3x long-term care coverage with cash indemnity flexibility and guaranteed features. And the best part is, if they don’t use it, they don’t lose it. What You’ll Learn • How to position asset-based LTC as a planning move—not a fear-based product pitch • The 2x–3x leverage story (and when it fits) • Why cash indemnity benefits remove the “bills and receipts” friction • How guarantees create predictability in an unpredictable risk category • What “simplified underwriting” really means (and how to pre-screen confidently) • How to spot the best-fit cases inside your book (and your annuity block) Contact your DMI Vice President for more information on today’s topic. Or contact Tyrell Jensen directly: CALL: 781.919.2368 MEET: https://calendly.com/tjensen-12 EMAIL: tjensen@dmi.com ABOUT TYRELL: https://dmi.com/tyrell-jensen-team/ FOR FINANCIAL PROFESSIONAL USE ONLY.