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Text Content

What should pre-retirees and retirees be doing about long-term care in today's
environment?

Are you a wealth, annuity or life advisor who is focused on helping affluent
clients achieve better retirement outcomes?

Asset-based long-care has evolved greatly in the last 5 years. It’s the perfect
gateway conversation for affluent prospects. And it can add high value to your
existing client relationships.

While many pre-retirees rank long-term healthcare costs as their #1 concern,
over 66% who work with a financial professional are not having a LTC
conversation. That's an opportunity for you!

Join us for virtual lunch and learn on May 3rd when Don Quante, lifetime MDRT
Top of the Table and creator of the Million Dollar Advisor System, will be
sharing how he built a business that has generated over $1million a year in
revenue for the past 15 years using ABLTC. He'll share his specific strategies
for attracting and converting more affluent clients using asset-based long-term
care to attract and convert more affluent clients.

Don and I will take a deep dive into:

 * What’s changed about ABLTC and why it’s so popular today?

 * How are hundreds of top advisors filling their calendars with ideal prospects
   for little or no investment?

 * What's working to convert more affluent clients?

 * Solutions that we tried that failed (and that you should avoid).

 * How to get the Income, net worth and investable assets of your leads without
   having to ask them. (This is very cool.)

 * How to use automation to follow up with leads. (I honestly think this is a
   game-changer for our industry.)


We'll also have time for Q&A

Don’t miss our May 3rd Lunch & Learn: Asset-based Long-term Care for Affluent
Clients

About Our Presenter

Don Quante serves as Principal at Simplicity Asset-Based LTC and is responsible
for defining the subsidiary’s strategic direction as part of the Simplicity
Group of Companies. Quante is also responsible for the continuing development of
the Million Dollar Advisor system, the preeminent asset-based long-term care
planning program. Quante has more than 30 years of experience in the financial
services industry, and he is a nationally acclaimed speaker and trainer on the
topic of long-term care and retirement income planning. Quante is the author of
Tax-Free Money for Long-Term Care and Don’t Go Broke in a Nursing Home.
Drive more growth today, join us!
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What type of financial advisor are you?Hybrid RepIndependent RIAInsurance
AgentInsurance Agent with Series 65Registered RepOther



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