Popular Topics for Professionals
Some of Betty’s most popular presentations include:
Paying for Long Term Care: Financial Products and Strategies Beyond the Obvious
What are the options available besides “traditional LTC”? Linked products? LTC Partnership policies? Short term products? Self-funding? They all have their place. How can you determine what is best for YOUR client?”
The Ins, Outs, Trends and Traps of Long Term Care Insurance
Options and riders about on long term care policies, underwriting is strict, terminology in confusing. Shared benefits, linked benefits, hybrids. What’s an advisor to do?
Understand when, where, and how long term care insurance policies work and when they should be considered for your clients. Learn to examine the pros and cons of standalone policies vs. hybrid policies linking long term care coverage with life insurance or annuities. Understand when long term care insurance is NOT a good option for your clients and what other alternatives may be available. Learn creative ways to structure a long term care policy to meet the needs of the individual client.
Having ‘The Talk’—How to Discuss Planning for Future Health Care Needs with Your Family
Do your baby boomer clients and their children ask you:
“How do I talk to my parents about their plans for the future?”
“How do I get my parents to talk about what their wishes are if they need care?”
“How do I know if my parents have made provisions for their future?”
In this presentation, Betty Doll shares practical ways for initiating this sometimes difficult client discussion and to engaging family members in talking about their goals, needs, and plans for the future. Walk away with important strategies and communication skills for you as an advisor personally as well as professionally.
The Art of the Question in the LTC Planning Discussion
Asking the right questions in the right way at the right time is essential in every planning discussion and certainly when talking about long term care. Attend this session and learn:
Thought-provoking questions that lead to an increased awareness of the importance of planning for a potential extended health care need.
Ways to get your clients engaged in a topic they may typically avoid.
How to discuss the type of care desired if needed.
Methods of funding a future care situation.
Care for the Long Term
Understand when/where/ and how long term care insurance policies work and when they should be considered for your clients. Includes a discussion of the stand alone policies and the hybrid policies linking long term care coverage with life insurance or annuities.