May 15th FPA/NEO Program
Asset Based LTC
2 CE applied for

In this presentation, attendees will learn:

-Evolution of Linked Benefit Life Products

    a. First Generation Products 1987 

    b. Second Generation Products 1990

    c.  Third Generation Products 1998 

-Distribution Channels

    a.  Financial Planners 1987

    b.  Wire Firms 1989

    c.  Financial Institutions 1991

    d.  Third Party Marketers 2002 

-What is a Client Profile

    a.  Linked Benefit Buyer Characteristics

    b.  The Self-Insurer 

-Suitable Premium Sources

    a.  Emergency Funds (Money That Would be Used if LTC is Needed)

    b.  Cash Value LIfe Insurance 

-Unsuitable Premium Sources

    a.  Assets Intended for Retirment Income

    b.  Asssets With Severe Surrender Penalties

    c.  Life Insurance Bought for Estate Planning, Key Man, etc.

    d.  Qualified Plans (401K, IRA, etc.) 

-Linked Benefit Life in Summary 

    a.  Asset-Based LTC Planning Solution

    b.  Appeals to LTC Self-Insurer

    c.  Always Pays Its Promised Benefits 

Thursday, May 15, 2008 from 8:00 AM - 11:00 AM (ET)

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