Watch My CPE Educational Video on LTC and the NEW Income Care Gap Product

499 CPAs signed up, and over 350 showed up live!

Last week, I did a webinar on long-term care tools with an emphasis on the NEW and exclusive Immediate Care Annuity. 499 signed up, and amazingly, 358 showed up live to watch.

To watch the webinar on recording, click on the following link:

https://advisorshare.com/cpe-ltc-webinar-sign-up

What did I cover on the webinar?

-Current and projected costs of LTC

-Traditional LTC products

-Asset-Based LTC products

-Annuities with LTC riders

The NEW and Exclusive Immediate Care Annuity

How well was the webinar received?

The reviews were better than I hoped. About 90% of the attendees gave the webinar a 5 out of 5 rating, and what is more important is that over 100 said they wanted more information on one or more of the products covered.

While not all advisors want to network-market with CPAs, if you do, this proves that LTC is a really good topic to approach them on.

New Medically Underwritten LTC SPIA Will Change Lives

Of great interest to attendees is the NEW medically underwritten SPIA I covered. It’s literally a NEW product to the marketplace, and I think it can be a real game-changer for those who are in a nursing home and are worried about running out of money.

This product can sometimes DOUBLE the income from a traditional SPIA and can help clients fill in their cash flow shortfall (income gap) and GUARANTEE they will never run out of money and, therefore, won’t be getting kicked out of the private pay nursing home for a Medicaid facility.

If you didn’t sign up to learn more about this product from my newsletter a few months ago, you can do so AND watch a recorded webinar on it by clicking on the following:

www.advisorshare.com/medically-underwritten-spia

This product is like buying fire insurance when your house is already on fire!

CPA/EA/Accounting Marketing Platform

We have a marketing platform that is based on providing Certified Professional Education (CPE) to CPAs/EAs/accountants. It’s a great way to get in front of what can be a referral source.

As I stated, of the 350+ who attended my webinar live last week, over 100 asked for information on one or more of the products covered. Those leads will be divided among the advisors in our CPE marketing platform.

Watch a Webinar to learn more about our FREE CPE Marketing Platform

Yes, it’s a FREE platform. We do not charge advisors to use this marketing platform (it’s based on revenue share). To watch the webinar on recording, click on the following link:

https://advisorshare.com/working-with-cpas

The Good, the Bad, and the Ugly with Reverse Mortgages (RMs)

Webinar #1 of 2 This Thursday at 4:00 P.M. EST

RMs are one of the most misunderstood products being sold to seniors. They are also one of the more abused tools in the industry (sales are being made inappropriately to seniors who don’t know any better). There is a place for RMs, but large commissions are driving far too many unsuitable sales. ALL advisors should FULLY understand RMs so suitable advice can be given to clients.

Todd Ballenger, founder and CEO of Borrow Smart University, was nice enough to put together a two-part educational series on RMs. Webinar No. 1 is this Thursday.

To sign up for the webinar (which will also get you free access to Todd’s RM book) series, click on the following (the webinars will be recorded):

https://advisorshare.com/reverse-mortgages

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