Candid Conversations: Longevity and Retirement
Clients want an intentional plan for long-term care. But most people hate paying bills for insurance they may not use. That’s where linked benefit solutions can make a difference.
Using a life insurance policy or an annuity, clients can reposition existing assets from a variety of sources — to provide long-term care benefits.
Watch to learn the latest on changes to OneAmerica’s leading Asset Care solution. We talk about:
- How clients can get the coverage they need, without making sacrifices to their portfolio
- Sources for finding the funding – including new multi-pay options
- Updated product features and options
Chad Eyrich is the LTC nerd. He not only helps educate advisors and their clients on the importance of care planning, but he also orchestrates a smooth application process from start to finish. He leads Ash's LTC sales team and travels through the United States to present educational seminars on care planning, funding options and alternatives to traditional LTC insurance.
Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors.
Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown a business line 300% in the last six years and is now one of the largest wholesaling teams in the Brokerage General Agency space.
As a professional guide he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating his simple methodologies and proven models.