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Simplifying the LTC Conversation

Long-term Care expert Tony Stratidis talks about how he approaches the LTC conversation with clients.

Four Key LTC Decisions

Long-term Care expert Tony Stratidis talks about the four key decisions people have to make when choosing LTC insurance.

Advantages of Asset-Based LTC

Long-term Care expert Tony Stratidis talks about the advantages of Asset-Based LTC insurance. 

LTC Case Study: Repositioning Lazy Assets for Retirement Protection for Individuals

In this case study, we show you how an individual can reposition lazy assets, or rainy day funds, to fund their long-term care needs.

LTC Case Study: Flexible Premium Hybrid LTC Insurance

This case study covers Flexible Premium Hybrid LTC Insurance. Flexible premiums are those other than single premiums, like 10 pay, 20 pay or lifetime.

LTC Case Study: Uninsurable Options

If you are involved in extended care planning, you are eventually going to come across a client or a relative of a client, who is uninsurable. Here are options for those individuals.

LTC Case Study: Transitioning Tax Qualified Funds Into Tax-Free Retirement Protection

There are several options for clients who want to use a tax-qualified account to fund the long-term care plan. This case study outlines those options.

LTC Case Study: How Lazy Assets Can Protect Retirement Income

In this case study, we show you how lazy assets such as savings, CDs, and money market funds can be repositioned to fund long-term care if needed or a death benefit to family.

Mutually Invested Underwriting in Long-Term Care

Underwriting Case Studies for Long Term Care with the director of underwriting DI/CI/LTC Mutual of Omaha, Allen Gregoire.

How to Use the Cash Benefit to Present LTCi

Helping clients understand the need for long-term care insurance is one of the biggest challenges agents face. SMS has teamed with Mutual of Omaha on an eight-part series, giving you sales ideas to help you present LTCi to your clients.

Security Benefit Rider

Helping clients understand the need for long-term care insurance is one of the biggest challenges agents face. SMS has teamed with Mutual of Omaha on an eight-part series, giving you sales ideas to help you present LTCi to your clients.