Batter Up: LTC Planning - What's Your Plan?

20feb10:00 am12:00 pmBatter Up: LTC Planning - What's Your Plan?Steve Walker (E4 Insurance Services), Brent DeGroot and Greg Mantz (OneAmerica)

Event Details

Gameplan Details:
Date: Thursday, February 20th
Time: 10:00 am – 12:00 pm (Lunch will be provided)
Location: Lower Level of the Cornerstone Bank – 2280 45th St. S, Fargo, ND

Coaching Staff:
Steve Walker and E4 Insurance Services are proud to partner with Brent DeGroot and Greg Mantz from OneAmerica for a powerful two hours of content and discussion about Long-Term Care Planning.

A great baseball team has a dominant closer to come in and shut the door on a game to finish a victory! In a client’s financial life, the one door often left open and exposed is not having a plan if an extended care event occurs. This will be the first four-series lineup of quarterly Lunch & Learns.

If your clients need care, this could drain their financial assets and result in missing out on some of their goals, much like a team blowing a lead in the late innings. A great game can be lost in the final innings without a plan… Don’t let your clients lose the game when they could have had a plan to finish strong, just as a reliable closer secures the win!

Join our lineup to discuss how advisors successfully integrate Long-Term Care Planning into their practice and help their clients protect their retirement and legacy goals.

We will cover how to identify clients and proactively reach out to them, the language to use, the questions to ask, and review case studies to help your clients add a strong closer to their financial game plan. Don’t let your clients’ financial future get caught looking at strike three – equip them with a game-winning strategy!

 

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Time

February 20, 2025 10:00 am - 12:00 pm

Location

Cornerstone Bank - Lower Level

2280 45th St S

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