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An increasing number of Americans are reevaluating their future plans and seeking guidance. Are you prepared? The 2024 Agent Guide was crafted to help insurance agents and financial advisors just like you navigate the senior market, grow your business, and strengthen your expertise.
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Medicaid Compliant Annuities
Explore Medicaid Compliant Annuities and crisis planning, complete with a detailed overview of the Medicaid program and practical case studies using MCAs.
- Top strategies for using MCAs
- Medicaid’s rules and requirements
- The long-term care planning opportunity
Long-Term Care Insurance
Discover tactics for selling Long-Term Care Insurance and the importance of pre-planning with clients looking to secure their financial future.
- LTCI policy options, benefits, and strategies
- Adding LTCI to your business
- How to discuss LTCI with clients
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Medicare
Get an overview of the Medicare program, explore Medicare products, and learn how you can help clients get essential healthcare coverage.
- An overview of Medicare
- Medicare products and plan options
- Medicare compliance rules for agents