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“Long Term Care: the untapped opportunity”

“Long Term Care: the untapped opportunity”. Larry A. Gilbert CLU, ChFC, CASL, CLTC Regional Sales Manager—Long Term Care New York Life Insurance Company November 9, 2007. Agenda. Who is Larry Gilbert? What is Long Term Care Insurance? How does LTCi work? Client story.

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“Long Term Care: the untapped opportunity”

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  1. “Long Term Care: the untapped opportunity” Larry A. Gilbert CLU, ChFC, CASL, CLTC Regional Sales Manager—Long Term Care New York Life Insurance Company November 9, 2007

  2. Agenda • Who is Larry Gilbert? • What is Long Term Care Insurance? • How does LTCi work? • Client story

  3. Why the insurance business? • Background • Careers • Opportunity • Insurance • Long Term Care

  4. What is Long Term Care Insurance? Health Insurance Long Term Disability Insurance Long Term Care Insurance

  5. Car  Home  Family & kids  Wealth (estate issues)  Salary  Retirement Portfolio  Auto insurance Homeowners insurance Life & health insurance More life insurance Long Term Disability insurance Long Term Care Insurance Asset & income Asset & income protection 74

  6. Do you know anyone who has needed care at home, in assisted living, or at nursing home? What impact did that have on their family and finances? If you live a long life and need care, where would you want to be? What impact would that have on your family and retirement? What part of your retirement is allocated to pay for care? Questions to Ask

  7. What is your Plan?

  8. My Client

  9. Thank You!!

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