Yetworth Insurance Solutions
Helping financial & insurance professionals protect their clientsβ future net worth π‘π±
#insu
06/15/2022
LTC insurance carrier Mutual of Omaha pays out $10M in long-term care claims on a monthly basis π€ The top 3 reasons?
-Dementia
-Heart Disease
-Arthritis
Get long-term care insurance while you still can, California. Chances are that once a public program is announced, insurance carriers will pause new business altogether to avoid the mayhem that was Washington state. That's just our two cents πͺπͺ
05/04/2022
π Do your clients have disability income plans? This Disability Insurance Awareness Month, we're going big and releasing Yetworth's ebook!!
π± Planting The Seed: 20 Ways to Preserve Your Yetworth walks through real-life options when someone who relies on a steady income can't work anymore due to injury or illness.
π Anyone with a solid financial plan needs to assess the topics laid out in this ebook. Download for free!
https://www.yetworth.com/ebook
04/13/2022
Tax day is around the corner! Here's your 500th reminder that traditional long-term care insurance premiums can be tax deductible if you itemize.
Read more: https://www.yetworth.com/post/tax-advantages-of-traditional-long-term-care-insurance
03/28/2022
A peek behind the scenes π -- who knew grid view could be so beautiful? Anyone else love using Canva?
03/02/2022
How much long-term care insurance does the average client need? Max and Emma discuss why purchasing coverage to *fully* insure a long-term care event isn't the goal, and how that ties into the larger financial planning conversation.
www.yetworth.com/podcast
02/22/2022
The long-term care insurance industry could use a makeover. Or, as we like to say in the marketing industry, a REBRAND.
"Nursing home avoidance protection" (as suggested by AALTCI director Jesse Slome) isn't as catchy as it could be, but it sure does get to the main point.
What do you think? Got any ideas for rebranding LTCi?
https://www.mcknightsseniorliving.com/home/news/business-daily-news/long-term-care-insurance-needs-makeover-rebranding-expert-says/
02/15/2022
How much long-term care insurance should you quote for a client? It depends, of course. But we do have a short answer based off of our decades of experience with LTC insurance products.
https://www.yetworth.com/post/how-much-long-term-care-insurance-should-i-quote-for-my-client
01/26/2022
Dingo was made for MGAs and independent producers alike -- to streamline the disability application process down to *minutes.* Listen to our quick podcast about it and let us know what you think π
www.yetworth.com/podcast
01/19/2022
LIMRA & NAILBA recently published a study that surveyed BGAs, IMOs, and independent producers. One key takeaway?
"75% agree or strongly agree they need to invest more in IT and technology to be competitive in the future." We couldn't agree more.
Dingo was made for MGAs and independent producers alike -- to streamline the disability application process for clients. Seriously, you're going to want to try this.
Let us know if you're ready for a game-changer.
What do you get when an entrepreneurial spirit and tech know-how infiltrate a slow-moving industry? Progress.
Reintroducing the most streamlined application process for disability and long-term care insurance, Dingo Technologies.
Try it for yourself: https://www.dingoinsurance.com/
12/28/2021
Did you know that long-term care insurance premiums can be deductible above or below the line depending on how you file? An adjustment to AGI can be hugely beneficial for your self-employed clients.
P.S. We will be closed this Friday the 31st. Have a great holiday and see you in the new year!
12/22/2021
Our office will be closed 12/24 and 12/31 -- Have a wonderful last few weeks of 2021! Here's to an awesome 2022!
3+ Long-Term Care Sales Tips for the Holiday Season π Here are a few key points to remember when recommending long-term care insurance this holiday season.
Click here to claim your Sponsored Listing.
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Address
4302 Redwood Highway, Ste 400
San Rafael, CA
94903
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |