• Having an Effective Conversation about LTC

  • 2024/04/17
  • 再生時間： 19 分
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Having an Effective Conversation about LTC

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  • The chances are high that at some point your client will need long-term care, but having the conversation about it requires a different approach than a life insurance proposal.

    Kevin Riley, Regional Director at OneAmerica, has been helping advisors have effective conversations about LTC for years, and now he’s willing to share some of those secrets with our listeners. This episode covers the following:

    1. Client objections and how to overcome them
    2. How to start the LTC conversation
    3. Common Advisor mistakes during these discussions
    4. Quick moniker reference to use as a reminder during these conversations

    If you would like some LTC outreach materials, or to know the LTC options available through TBA, reach out to Kathryn Kinnane at kkinnane@tba.com.
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あらすじ・解説

The chances are high that at some point your client will need long-term care, but having the conversation about it requires a different approach than a life insurance proposal.

Kevin Riley, Regional Director at OneAmerica, has been helping advisors have effective conversations about LTC for years, and now he’s willing to share some of those secrets with our listeners. This episode covers the following:

  1. Client objections and how to overcome them
  2. How to start the LTC conversation
  3. Common Advisor mistakes during these discussions
  4. Quick moniker reference to use as a reminder during these conversations

If you would like some LTC outreach materials, or to know the LTC options available through TBA, reach out to Kathryn Kinnane at kkinnane@tba.com.
続きを読む 一部表示

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