LTC

September 15, 2023HST

Long-Term Care Planning Workshop

Enjoy complimentary refreshments and pupus while you learn. This workshop offers a perfect blend of valuable information and a friendly atmosphere.

Long-Term Care Planning Workshop

Tuesday, October 3, 2023

5:30 – 6:30 p.m.

Occidental Underwriters of Hawaii

1163 S Beretania Street

Honolulu, Hawaii 96814

What will you get?

Empowerment – Gain strategies on how to manage rising costs of care
Clarity – Understand the truth behind long-term care and busting common myths
Support & Knowledge – How to handle emotional and financial aspects of long-term care
Personalized Guidance – Get answers to questions during the Q&A session. Our team of professionals are here to provide tailored solutions to your long-term care concerns.

Ken Herlihy, CLTC

Ken Herlihy, CLTC, boasts a career spanning back to 1984 in the insurance industry, with significant leadership experience in sales and marketing. Over the past three decades, he has specialized in the Long-Term Care (LTC) market, refining his expertise.

Click to view or download

RSVP

kindly by 9/27

This workshop is for informational purposes only and does not constitute financial or legal advice. Please consult with a qualified professional for personalized guidance related to long-term care planning.

August 28, 2023HST

NationwidePresents : “Land as Your Legacy” Program (Agricultural Workers)

Join Chris Chertboonmuang, RVP and Timothy Kohl, RVP with Nationwide as they present a special program to help various stakeholders in the agricultural industry (produce delivery, farmers, local produce companies, and more) to both plan for their future and receive underwriting concessions.

Nationwide’s Land As Your Legacy® Program (LAYL) is specifically tailored for agricultural workers, including those involved in food distribution, fishing, and chocolate growing, aims to provide flexible underwriting benefits and support to this vital sector.

The Land As Your Legacy® program, reduces barriers to life insurance. Individuals must disclose tobacco use (chew, snuff, cigars) for the potential non-tobacco rating. Enjoy flexible build rates and a possible 50-credit rating upgrade on build or BMI. APS is only based on age and insurance amount.

View the Webinar Recording

Land As Your Legacy®

Discover the benefits of Nationwide’s program for agricultural workers including food distribution, fishing, and chocolate growing. Get flexible underwriting with the Land As Your Legacy® program.

Learn More

June 30, 2023HST

Nationwide: “Land as Your Legacy” & CareMatters Together Launch

We had the privilege of bringing in Nationwide’s Chris Chertboonmuang, Regional Vice President, and Julie Odovch, Regional CareMatters Wholesaler. The event was centered around their revolutionary CareMatters Together product, showcasing its exceptional strength as a cash indemnity long-term care product for couples!

Download the Nationwide Materials

Land As Your Legacy®

Discover the benefits of Nationwide’s program for agricultural workers including food distribution, fishing, and chocolate growing. Get flexible underwriting with the Land As Your Legacy® program.

Learn More

CareMatters Together

Find out what makes CareMatters Together a potential solution for couples’ LTC protection needs.

Learn More

June 6, 2023HST

Nationwide’s Mythbusters: Long-Term Care Insurance

Tuesday, June 6, 2023 at 11:00 am

Online via ZOOM

Join us for an exclusive Nationwide Update meeting with Chris Chertboonmuang, Regional Vice President.

Chris will do a comprehensive overview of CareMatters II, play an insightful “Mythbusters: LTC Edition” to debunk common misconceptions and outdated beliefs about LTC insurance, and discuss linked benefits (LTC vs. life + LTC riders vs. CI riders).

Nationwide materials from this webinar:

April 4, 2023HST

Mutual of Omaha Update (Webinar)

Bill Ellis, Brokerage Life Sales with Mutual of Omaha, guides you through their long-term care rider, and underwriting niches. Bill is a trusted source for information about life insurance and its associated products.

Download Slides (PDF)

February 10, 2023HST

Lunch & Learn #1 “Using Qualified Money for LTC”

Our Lunch & Learn series is a great opportunity for you to learn about new topics or brush up on your knowledge. View the materials used in our Lunch & Learn session #1 (February 8, 2023), “Using Qualified Money for LTC” where you’ll learn about what qualified money is and how it can help your clients obtain long-term care.

Materials:

If you have any questions, please ask Michael Sato at [email protected] or at ext. 869.

January 31, 2023HST

Washington State Long-Term Care Trust Act: What You Need to Know

The passage of the Long-Term Care Trust Act (HB1087), which becomes effective on January 1, 2022, makes Washington State the first state in the nation to create a publicly funded insurance program for workers. The program will be funded by employees, who will pay taxes through payroll deductions, similar to the Family Leave and Medical Leave plans that were enacted in 2018.

Updated on 1/31/2023

Marketing Materials

December 15, 2022HST

Year-End Wrap Up: Life Insurance Trends of 2022

See who made the cut in our year-end wrap-up! We’ll summarize the top carriers in 2022, top products sold, what worked best in 2022, and the industry outlook for 2023.

November 21, 2022HST

Is Traditional Long-Term Care Still Relevant?

Mutual of Omaha, covers traditional long-term care insurance and where it fits in a field being taken over by hybrid asset-based products and long-term care/chronic illness life insurance riders.

Is the webinar quality low, or fuzzy? Change the quality to high definition by hovering over the video on the bottom right and changing the setting (gear icon) to 1080HD quality.