Long-Term Care Planning Toolkit Training Platform
About this course
This comprehensive training platform is designed to help financial advisors master the art and science of long-term care planning using the proprietary Long-Term Care Planning Toolkit, created by 33-year industry veteran Tom Vassallo of MRW Financial Brokerage.
Through a series of step-by-step modules, you’ll gain the insight, language, and tools you need to identify opportunities, educate clients, and implement effective long-term care strategies—regardless of age, income, or net worth. Whether you're brand new to LTC planning or looking to sharpen your expertise, this platform gives you everything you need to start productive conversations and close more cases with confidence.
Course Modules Include:
1. Planning Process Overview – Learn the big-picture flow of successful LTC planning.
2. Discovery Meeting – How to establish need and educate before discussing products.
3. Planning Meeting – Presenting solutions with simplicity and confidence.
4. OneAmerica Asset-Care Liquidity Strategy
5. OneAmerica Asset-Care Lifetime Benefits Solution
6. Nationwide CareMatters Together – A modern solution for couples.
7. Efficient LTC Planning for High Net Worth Clients
8. Annuities & The Pension Protection Act – Tax-advantaged LTC planning.
9. Who Pays for Long-Term Care? – Real-world cost realities clients need to know.
10. Long-Term Care Planning with S-Corporations
11. Long-Term Care Planning with C-Corporations
12. Funding LTC Plans with Qualified Money – Including IRA and 401(k) strategies.
13. Global Atlantic ForeCare Annuity – Using annuities to fund LTC tax-efficiently.
Each module includes practical guidance, client-ready tools, and product-specific training—designed to be immediately actionable in your practice.
Course curriculum
1.
Required For LTC Branded Material
3 lessons
- 1
Module 1: Introduction to the Long-Term Care Planning Toolkit for Advisors
- 2
Module 2: The Discovery Meeting – Establishing the Need with the LTC Planning Guide
- 3
Module 3: The Planning Meeting – Presenting Solutions with Clarity and Confidence
2.
Course Contents
3 lessons
3.
Pruduct Training
4 lessons
Long-Term Care Planning Toolkit Training Platform
Built for Financial Advisors Who Want to Lead with Confidence and Clarity in LTC Planning This comprehensive training platform is designed to help financial advisors master the art and science of long-term care planning using the proprietary Long-Term Care Planning Toolkit, created by 33-year industry veteran Tom Vassallo of MRW Financial Brokerage. Through a series of step-by-step modules, you’ll gain the insight, language, and tools you need to identify opportunities, educate clients, and implement effective long-term care strategies—regardless of age, income, or net worth. Whether you're brand new to LTC planning or looking to sharpen your expertise, this platform gives you everything you need to start productive conversations and close more cases with confidence. Course Modules Include: 1. Planning Process Overview – Learn the big-picture flow of successful LTC planning. 2. Discovery Meeting – How to establish need and educate before discussing products. 3. Planning Meeting – Presenting solutions with simplicity and confidence. 4. OneAmerica Asset-Care Liquidity Strategy 5. OneAmerica Asset-Care Lifetime Benefits Solution 6. Nationwide CareMatters Together – A modern solution for couples. 7. Efficient LTC Planning for High Net Worth Clients 8. Annuities & The Pension Protection Act – Tax-advantaged LTC planning. 9. Who Pays for Long-Term Care? – Real-world cost realities clients need to know. 10. Long-Term Care Planning with S-Corporations 11. Long-Term Care Planning with C-Corporations 12. Funding LTC Plans with Qualified Money – Including IRA and 401(k) strategies. 13. Global Atlantic ForeCare Annuity – Using annuities to fund LTC tax-efficiently. Each module includes practical guidance, client-ready tools, and product-specific training—designed to be immediately actionable in your practice.
Free
204 members