2009 Training Offerings
January 4th - 6th

Bi-Annual Producer’s Conference… an Invitation for Heartland LTC producers

Every two years LTCi Specialists from around the country gather for a private, by invitation only sales convention to share sales ideas and market perspectives.  No gimmicks no sales hype, and presentations ONLY by agents who are the top of their fields.  Simply not to be missed if LTCi is your focus in 2009.  Register early for yourself, your agents or even key staff as 2007 seats sold out quickly!

January 13th

Teleconference

State of the (LTC) Union Address
Review the changes in 2008 and upcoming world in 2009. Which carriers and products are selling the best right now and why? Who has changed recently? Take a look at trends and market leaders that will affect your LTCi sales in 2009.

January 20th

LIVE at our Heartland LTC Education Center

A Day in the Life of Caregivers:  Critical Mass
If you have never ‘seen’ Long Term Care consider this meeting a once in a lifetime chance to hear from the people who work directly with clients or their families.  Hear what parts of the policy really make a difference at time of use, how having a policy secures quality care (and quality caregivers!) and the personal struggles caregivers face when they realize a client did not buy LTCi coverage when they were able. Cathy Schiroda, Director/ResCare Home Care, Kate McGahan Owner/Elder Planning Inc.and Pat Flynn, Prudential/Head of Claims will outline how the work you do now serves your clients in time of need… and how LTCi is simply critical to the process.

January 22nd

Teleconference

LTCi & The Tax Code
Learn the tax advantages of LTC for the business market. Increase your sales by educating your business clients.

February 5th

LIVE at our Heartland LTC Education Center

LTCi Bootcamp (Basic)
Spend a morning and kick start your LTCi business. Cover the basic "How-To's" of LTCi. Prospecting, Prequalification, Plan Design, Medicare/Medicaid, State Laws and Mandates and simple ways you can effectively present LTCi to your clients.

February 10th

Teleconference

Medicare & Medicaid

Get a review of Medicare and Medicaid rules and how they respond to Long Term Care needs, as well as where LTC Insurance fits into those needs.

February 12th

LIVE at our Heartland LTC Education Center

LTCi Bootcamp (Advanced)
Grab LTCi by the horns.  Advanced case design, Hybrid versus Traditional LTCi presentations, Executive Carve Out models to leverage Tax Deductions or Return of Premium, products for high risk clients or even those ON CLAIM and more.  This is fast moving, high     octane course, and sure to leave you with pages of sales ideas to use immediately.

February 13th

Flagstaff, AZ

FLAGSTAFF: State Mandated LTCi Partnership Training

Required Arizona Partnership Training course required for Agents to sell LTCi after the 2009 deadline. Cost: $65 for 8 hours of CE & Certification.  Additional Classes may be formed based on response, limited seating available per class.  Additional state training available by request.

February 24th

Teleconference

Working with Hybrid Products


Life Insurance with LTC Riders, Annuities with LTC Riders… and the carriers that sell them are convinced they will revolutionize the industry.  Understand their place in the market, their unique sales advantages and just how they can compliment your portfolio of LTC products.

February 26th

Teleconference

Underwriting Prequalification

Underwriting is a natural part of any insurance product. The carriers screen the clients to know whether or not the 'case' is a good bet. Knowing this process gives you an undeniable edge with your clients and placement ratios. Join us for an in depth discussion of this process.

March 17th

Teleconference

Making LTCi Meaningful: Claim Style

Cash? Reimbursement? Indemnity? Join us for a review of the claim payment options and learn the pro’s and con’s of each and how to find out what is right for each client.

March 19th

Phoenix, AZ

PHOENIX: State Mandated LTCi Partnership Training

Required Arizona Partnership Training course required for Agents to sell LTCi after the 2009 deadline. Cost: $65 for 8 hours of CE & Certification.  Additional Classes may be formed based on response, limited seating available per class.  Additional state training available by request.

See 2007 Past Training Offerings

See 2008 Past Training Offerings

 

Heartland LTC
5070 N 40th St Suite 135
Phoenix AZ 85018
Long Term Care Is ALL We Do

phone 602-381-8500
toll free 800-381-8504
fax 602-381-8503