https://us02web.zoom.us/j/89846372480?pwd=UE9zdW14VVgweXdVOGVUdFhYSnFvQT09

Protecting Your Families, Clients & Employees from a Long-Term Care Event and More

Jamie Hopper, a Money Concepts President and Registered Financial Consultant, will be discussing with Jim Morgan the opportunities to protect your family, clients & employees from a long-term care event and other life events. This conversation will cover the difficult conversation of talking to loved ones about their plans for the future, the benefits of having a policy, the different types, the process to obtain it and methods to pay for it.

We will also discuss opportunities for business owners to offer cost-effective, yet necessary, benefits to their employees at little to no cost to the company. This conversation is important for everyone to hear and can benefit all.

Part One--Long-Term Care Discussion:

1. Why is it so important for you to have this conversation with families?

2. Why do you say that it is important to protect your family from a long-term care event?

3. Why is long-term care an event that needs to be planned for?

4. What makes the long-term care products now so much better than the ones in the past?

5. Can you explain more about the Care Concierge service you just mentioned?

6. What are the different plan options available?

7. What are the different ways people pay for LTC insurance?

8. Should someone ever self-insure themselves?

9. What is the process for applying for an extended care policy?

Part Two—Home Healthcare Plan Discussion:

1. Is there anything you can do for people that cannot qualify for one of those policies because of their health or budget?

2. What are the benefits that it comes with?

3. How do you sign up?

4. Is this something business owners can offer to their employees?

Part Three-Worksite Life Insurance Program:

1. Speaking of things people can offer their employees, don’t you have a life insurance program that is no cost for business owners to offer their employees?

2. What are the qualifications for a business owner to offer this?

3. What happens if someone wants to offer this to their team?

4. How much support will they receive?