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Hosted by EBPC Hartford, Inc

POSTPONED STAY TUNED FOR AN UPDATE - Why Affluent and High Net Worth Clients Need LTC Coverage

Members ~ This program counts towards membership attendance requirements

 
SCHEDULE: 
5-6   Registration, Buffet Dinner, Cash Bar, Networking
6-6:10   Opening Remarks
6:10-7   Presentation, followed by networking until 7:30 pm
 
 
REGULAR MEMBERS:  NO COST
Senior Members:   $50
Guests:  $50
 
REGISTRATION ENDS MAY 1ST.    Cancellations accepted through May 5th.     No shows are charged a no show meeting fee.

Wednesday, May 6, 2020
5:00 PM - 7:30 PM

Location

Pond House at Elizabeth Park
1555 Asylum Avenue
West Hartford   CT   06117
 



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Guest and Senior Fee

Agenda

 


Shawn Britt, CLU, CLTC
Director, Long-term Care Initiatives, Advanced Consulting Group
Nationwide Financial

May 6 2020 5:00PM


Why Affluent and High Net Worth Clients Need LTC Coverage


Long-term care planning is often overlooked by affluent clients - the belief being they can afford to self-fund. And this belief often spills over to the client's advisor, attorney and CPA. Please join us to learn why affluent and high net worth clients should consider LTC coverage and how to have the conversation. Our discussion will include:

* Why the affluent pay more for LTC services
* Discussing the portfolio, not the person
* Pivoting the client from "self-insure" to "self-assure"
* Solving the unique LTC challenge only faced by high net worth clients
* Sales ideas



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartPACE
May 6, 2020 Why Affluent and High Net Worth Clients Need LTC Coverage Shawn Britt, CLU, CLTC 5:00 P info