Forum 400 offers year-round education to Forum 400 members including free webinars. Webinars will cover a range of topics. The webinars and PowerPoint presentations will be recorded and available online shortly thereafter.
See below for a list of upcoming webinars and click the buttons to register for each webinar. Please note that many of these webinars are member-only and the Forum 400 headquarters will be strictly monitoring the webinar registration list.
Please contact Forum 400 with any questions.
Upcoming Live Webinars
Insider Information About Long Term Care Insurance: What You Need to Know to Advise Your Clients
Speaker: Margie Barrie, Owner and Long Term Care Solutions Specialist, ACSIA Partners
Date: Wednesday, November 4
Time: 12 p.m. - 1 p.m. CST
Margie Barrie, the LTCI Insider columnist, will be providing you with a-behind-the-scenes update about the long term care industry. This presentation will focus on long term care from these perspectives: 1. Why long term care planning is important protection for your clients and how providing coverage will enhance your practice’s bottom line. 2. An industry update, including the shift in the care continuum, product development, underwriting and other changes.
1. Differentiate between the two types of long term products – traditional and hybrid. Discussion will include the pros and cons of each and how to determine the best fit for a client.
2. Develop strategies for generating additional revenue by learning about the profile of the long term care buyer and identifying key marketing strategies that will enhance selling opportunities. These include targeting business owners to provide this protection as an employee benefit, using executive carve-outs, repositioning qualified funds from a client’s IRA, 401K or 403B, using a 1035 exchange for a life insurance policy and funding the premium through a HSA.