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Welcome to the CLTC Graduate Benefits Webinar

Welcome to the CLTC Graduate Benefits Webinar. Wednesday September 10, 2008 D. Corey Rieck, MBA, CLTC. Certified in Long-Term Care Program www.ltc-cltc.com. Your Presenter: D. Corey Rieck, MBA, CLTC President, LTCcompass Phone: (678) 990-3664 Email: dcrieck@ltccompass.com

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Welcome to the CLTC Graduate Benefits Webinar

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  1. Welcome to theCLTC Graduate Benefits Webinar Wednesday September 10, 2008D. Corey Rieck, MBA, CLTC

  2. Certified in Long-Term Care Program www.ltc-cltc.com

  3. Your Presenter: D. Corey Rieck, MBA, CLTC President, LTCcompass Phone: (678) 990-3664 Email: dcrieck@ltccompass.com Website: www.ltccompass.com

  4. CLTC Instructor since 2003

  5. The benefits of being a CLTC graduate...

  6. Results to be achieved from today’s webinar: • How this renewal fee of $150 actually saves you money. • How these benefits can make you more thorough and effective in your LTC planning business. • How you can utilize the myriad of CLTC tools to help you overcome objections better.

  7. Results to be achieved from today’s webinar: • How you can become more efficient and effective in your LTC planning business with these Graduate tools. • How you can do a more comprehensive job accessing the opportunities that you may have in the marketplace.

  8. Results to be achieved from today’s webinar: • How you can more fully develop your referral relationships that you have with other Financial Professionals/Advisors. • To keep up to speed with what is happening in the LTC industry. • How CLTC helps keep you better informed in your business with industry related updates.

  9. Renewal Fees: • Are due 1 year after the date you pass the exam, and annually thereafter. • Failure to pay your annual renewal fee will result in relinquishment, the loss of all graduate benefits and the right to use the designation.

  10. Renewal Plans • Annual Payment $150 • Lifetime Membership $895

  11. CLTC Graduate Benefits Continuing the Commitment to Education . . .

  12. What is your time worth?

  13. Overview of Grad Benefits • Graduate, Value added component of CLTC website: • www.ltc-cltc.com • Hit Graduate Button: • Username • Password

  14. Overview of Grad Benefits • So…..you have paid to take the CLTC class, and you have this renewal obligation……… • There is something here for every level of LTC Producer

  15. Just Getting Started? • Client Interview Road Map • CLTC Planning Process WorkBook • CLTC Graduate Press Release • Ask the Experts

  16. Client Interview Road Map: • How about using the Client Interview Road Map, which can help you with: • The 3 Step CLTC Process • Objection Handling • Power Phrases GREAT REVIEW and CALL PLANNING AID

  17. CLTC Planning Process Workbook: • How about using the CLTC Planning Process Work Book, which can help you fully with: • IN-Depth look at 3 step planning process

  18. CLTC Graduate Press Release: • CLTC Graduate Press Release.. • Already formatted for you • Insert your information and send out to your LTC Planning Partners, clients, prospects and targets… • WHY? It gives you another reason to call.

  19. More Advanced?

  20. Maybe you can benefit from one of the many (7) PPT Presentations • Tax Qualified PPT Presentation: • Effectively used for: • Prepping for Business Cases • Working with CPA’s • Utilization of IRS code • Examples of how to apply tax law given a certain tax filing

  21. Maybe you can benefit from one of the many (7) PPT Presentations • Marketing with Professionals: • Effectively used for: • Referral Development • Establishing relationships with centers of influence • Your value added proposition

  22. Maybe you can benefit from one of the many (7) PPT Presentations • Marketing with Professionals: • Effectively used for: • Referral Development • Establishing relationships with centers of influence • Your value added proposition, and how to position yourself as a competent advisor

  23. Maybe you can benefit from one of the many (7) PPT Presentations • Why Planning for Long Term Care must be factored into Your Client’s retirement model: • Effectively used for: • Helps position you further as a valued advisor for specific groups

  24. Maybe you can benefit from one of the many (7) PPT Presentations • Partering with Lawyers and CPA’s: • Additional insight as to how you may best add value in these relationships.

  25. Maybe you can benefit from one of the many (7) PPT Presentations • Power Phrases and Selling Scenarios: • Excellent Value-added Pre-Call planning and review tool for clients

  26. Maybe you can benefit from one of the many (7) PPT Presentations Consumer Seminar: • Excellent NON-SALESY presentation tool • Establishes steps involved for effective LTC planning

  27. Maybe you can benefit from one of the many (7) PPT Presentations Let’s get back to the issue of time, using the Consumer PPT that CLTC has created for you. It is 56 Slides, designed for an hour presentation.

  28. Your Time: The CLTC Consumer PPT Presentation: Some things to consider: Could you have built this ONE PPT for $150? Could you have done it this well?

  29. Maybe you can benefit from one of the many (7) PPT Presentations Current Year CLTC Class PPT: • You have access to current CLTC course material

  30. Ask the Experts • A dynamic online forum • Have an LTC question, not sure how to proceed? • Post questions and receive answers from a panel of industry experts • Quickly find the answer that makes the difference in a sale. .

  31. GraduateListing Consumers have access to our graduates and their web-sites • Verification of your credentials • Looking for Like Minded LTC Professionals? • Provides business contact with other graduates

  32. ElderLawAnswers.com • The web’s most visited legal site for long-term care issues • Recommends that LTCi be purchased and only from CLTC graduates

  33. CLTC Consumer Brochure • Educate clients about benefits of working with a CLTC • Professional marketing materials indicate your professionalism • Useful for client mailings and seminars

  34. Yearly CLTC Course Update • Course material updated annually on-line • Quick on-line reference for questions and latest statistics • Download printable version

  35. CLTC Master Class You may re-take the master class anytime for only $495.

  36. Weekly E-Alerts • Breaking news delivered to your inbox • E-Alerts keep you on top of industry and legislative changes • Complete archive with date and content search • Stay in touch with CLTC business news • Stay current on Medicare, Medicaid

  37. Monthly CLTC Newsletter • The newsletter CLTC’s rely on • Archive of all editions • Spotlight opportunity for grads • Calendar of Events of the conferences beneficial to CLTC’s • Announcements of new grad benefits • Monthly legislative column • Keeps you up to date on industry conferences

  38. CLTC One Page Tax Summary • One page summary of benefits of TQ LTCi • Updated annually with latest numbers • Quick reference tool for use during clients presentations • Organized by tax payer type to fit sales situations

  39. Monthly Sales Tip • Find a monthly sales tip from industry experts in your newsletter and on the web-site • Tips that have been tested and work to sharpen your skills • Latest tips help you reach your clients and present yourself successfully

  40. Our Partners offer discounts and subscriptions • Sales Strategies magazine • Senior Market Advisor Magazine • College of Financial Planning • Phyllis Shelton’s University • ElderLawAnswers.com

  41. “In Sickness and in Health” • Risk vs consequences • Family vs individual • Perfect sales tool and third party endorsement • Reinforces the CLTC program • Excellent gift for clients or door prize at seminars

  42. Questions About . . . • Your username and password • Renewals • Updating your file information • Call (877) 771- 2582 toll free, • or go to www.ltc-cltc.com

  43. CLTC Renewal Fees • Required every year from the date you pass the exam • Support graduate benefits • Easy on-line renewal on web-site • Required for active status • Reimbursable by many carriers • Graduates who fail to pay renewal fees are subject to having all graduate benefits relinquished

  44. Need more business?

  45. Eldercarelink • Allows you to have a showcase listing for one year in www.eldercarelinkdirectory.com where your CLTC logo designation will be displayed differentiating you from other agents. • Over 60,000 Caregivers view this directory every month and can find you there.

  46. Eldercarelink • 20 Introductory LTC insurance sales referrals from www.eldercarelink.com • Phone Number: 508-881-0831 for any questions relating to this offer. • The Eldercarelink CLTC Graduate Introductory Package Price is $329 annually; providing you with a savings of 65% off the regular prices as the package normally sells for $939.

  47. Renewal Plans • Annual Payment $150 • Lifetime Membership $895

  48. Questions? • Please feel free to contact Corey at: • dcrieck@ltccompass.com

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