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Having an Effective Conversation about LTC

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Manage episode 413010116 series 3502265
Content provided by TBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The chances are high that at some point your client will need long-term care, but having the conversation about it requires a different approach than a life insurance proposal.

Kevin Riley, Regional Director at OneAmerica, has been helping advisors have effective conversations about LTC for years, and now he’s willing to share some of those secrets with our listeners. This episode covers the following:

  1. Client objections and how to overcome them
  2. How to start the LTC conversation
  3. Common Advisor mistakes during these discussions
  4. Quick moniker reference to use as a reminder during these conversations

If you would like some LTC outreach materials, or to know the LTC options available through TBA, reach out to Kathryn Kinnane at kkinnane@tba.com.

  continue reading

91 episodes

Artwork
iconShare
 
Manage episode 413010116 series 3502265
Content provided by TBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The chances are high that at some point your client will need long-term care, but having the conversation about it requires a different approach than a life insurance proposal.

Kevin Riley, Regional Director at OneAmerica, has been helping advisors have effective conversations about LTC for years, and now he’s willing to share some of those secrets with our listeners. This episode covers the following:

  1. Client objections and how to overcome them
  2. How to start the LTC conversation
  3. Common Advisor mistakes during these discussions
  4. Quick moniker reference to use as a reminder during these conversations

If you would like some LTC outreach materials, or to know the LTC options available through TBA, reach out to Kathryn Kinnane at kkinnane@tba.com.

  continue reading

91 episodes

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