Protecting Assets with LTC Planning: MoneyGuard Workshop

Type: 
Seminar
Date: 
05/03/2018 - 11:00am America/New_York

 

MoneyGuard Workshop

 
The market for long-term care planning is expanding at a rapid pace, at a time when traditional long-term care products are on the decline. The opportunity is there, and so are a new breed of product options with a variety of funding options available as well. Join us at Lincoln Financial’s Radnor, PA office for an exclusive workshop available only through Zenith Marketing Group.

AGENDA



DETAILS

  • Kick-Off
  • The MoneyGuard Story
    • A Balance of Simplicity and Flexibility
    • An Alternative to Self Funding and an Essential Piece of a Holistic Plan
    • Leveraging Idle Assets
    • The Power of Starting Early
  • Lunch will be provided
  • Competitive Service Group
    • A Review of the Expanded Solutions Available in the Market
  • The Expanding Marketplace
    • Who are your clients
    • Case Studies / Sales Ideas
  • Action Items/Q&A

Date: May 3, 2018

Time: 11:00 AM - 2:00 PM EST

Place: 130 N Radnor Chester Rd,
           Radnor, PA 19087

RSVP by April 20, 2018

Want to learn more about LTC?
Click Here!

Please RSVP to Lesley McCarthy at
lmccarthy@zenithmarketing.com or (800) 733-0054 x6122