Loading Events

July Webinar

7 Steps to Stop Long-Term Care from Bankrupting your Clients!



Thursday, July 20, 2023
12 – 1 PM MDT (2 – 3 PM ET)

July Webinar: 7 Steps to Stop Long-Term Care from Bankrupting your Clients!

Webinar spots are limited.
Sign up today!

About this Webinar

How many times have your clients come to you looking to help them deal with a health or long-term care driven crisis after it’s too late? Here are 7 steps to help them overcome these problems, either for themselves or for their aging parents, without needing to spend down all their income and assets or declare bankruptcy. These 7 financial strategies are readily available for agents to use in their practice to help families avoid catastrophe and to bring in new revenue streams in the process!

Participants will cover unique financial strategies designed specifically for seniors and people with declining health:

  • Alternative Annuities
  • Reverse Mortgage Tactics
  • Veteran’s Benefits
  • Senior Loans
  • LTC-Life Settlements

Join us for a discussion about how to use these strategies to help people in need and GROW your business!

About the Presenter

Chris Orestis, CSA President of Retirement Genius, is a nationally recognized financial, health/LTC, and retirement issues expert. He has over 25 years’ experience in the insurance and long-term care industries and is credited with pioneering the Long-Term Care Life Settlement over a decade ago. Known as a political insider and senior issues advocate, Orestis is a former Washington, D.C. lobbyist who has worked in both the White House and for the Senate Majority Leader on Capitol Hill. In 2007 he founded Life Care Funding, in 2017 he founded the LifeCare Xchange, and in 2020 he founded Retirement Genius. Chris Orestis is author of the books Help on the Way and A Survival Guide to Aging— with a third book Retire Like a Genius to be published in 2022. In 2019, Chris was named one of the twenty most innovative people in the insurance industry by the National Association of Independent Brokerage Agencies (NAILBA). He has been speaking for two-decades across the country about senior finance and the secrets to aging with financial and physical health and dignity. He has appeared in The New York Times, The Wall Street Journal, CNBC, NBC News, Fox News, USA Today, Kiplinger’s, Investor’s Business Daily, Market Watch, AARP, PBS, and numerous other media outlets, is a frequent columnist for Newsmax Finance, The Street, Broker World, ThinkAdvisor, Advisorpedia, and has been a guest expert on over 100 radio programs and TV appearances.

Webinar spots are limited.
Sign up today!

CSAs: To automatically obtain CSA continuing education credit, please ensure you have provided the email address associated with your CSA account and you connect to the webinar through the web and audio option.

NOTICE: Due to increased usage of GoToMeeting's platform, call lines are experiencing unusually high call volume. In order to access the webinar, we recommend using your computer's audio functionality or dialing in early to ensure you are able to access the webinar.