What should pre-retirees and retirees be doing about long-term care in today's environment?

Are you a wealth, annuity or life advisor who is focused on helping affluent clients achieve better retirement outcomes?

Asset-based long-care has evolved greatly in the last 5 years. It’s the perfect gateway conversation for affluent prospects. And it can add high value to your existing client relationships.

While many pre-retirees rank long-term healthcare costs as their #1 concern, over 66% who work with a financial professional are not having a LTC conversation. That's an opportunity for you!

Check out our on-demand video replay with Don Quante, lifetime MDRT Top of the Table and creator of the Million Dollar Advisor System, who will be sharing how he built a business that has generated over $1million a year in revenue for the past 15 years using ABLTC. He'll share his specific strategies for attracting and converting more affluent clients using asset-based long-term care to attract and convert more affluent clients.

Don and I take a deep dive into:
  • What’s changed about ABLTC and why it’s so popular today?
  • How are hundreds of top advisors filling their calendars with ideal prospects for little or no investment?
  • What's working to convert more affluent clients?
  • Solutions that we tried that failed (and that you should avoid).
  • How to get the Income, net worth and investable assets of your leads without having to ask them. (This is very cool.)
  • How to use automation to follow up with leads. (I honestly think this is a game-changer for our industry.)

We'll also have time for Q&A

Check it out on-demand now: Lunch & Learn: Asset-based Long-term Care for Affluent Clients

About Our Presenter

Don Quante serves as Principal at Simplicity Asset-Based LTC and is responsible for defining the subsidiary’s strategic direction as part of the Simplicity Group of Companies. Quante is also responsible for the continuing development of the Million Dollar Advisor system, the preeminent asset-based long-term care planning program. Quante has more than 30 years of experience in the financial services industry, and he is a nationally acclaimed speaker and trainer on the topic of long-term care and retirement income planning. Quante is the author of Tax-Free Money for Long-Term Care and Don’t Go Broke in a Nursing Home.
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If you have any questions or would like additional information about the program, please reach out to [email protected].