EXCLUSIVE DMI WEBINAR

LTC PLANNING JUST GOT AN UPGRADE

LIVE THURSDAY | AUGUST 21 | NOON ET | 60 mins

Asset-Based Long-Term Care That Doesn’t Feel Like Insurance

Clients & prospects need LTC coverage—but they don’t need complexity, confusion, or cash-flow chaos. Now is the time to offer a flexible, asset-based solution that fuses guarantees, liquidity, and tax-savvy leverage into one powerful strategy.

This isn’t about replacing traditional LTC coverage—it’s about elevating the conversation with a powerful, asset-based alternative that’s built for today’s financial landscape.

Get Practical Insights On:

How to navigate LTC sales with simplified underwriting (no parameds or exams)
Competitive positioning with real-world case studies and illustrations
Customizing premium schedules—from single pay to 15-pay—to match your clients’ cash flow and legacy goals

Featured PRESENTERS

DERRIK BULLEN, CLTC
Regional Vice President, Securian Financial Services, Inc.

JOSH RHEM
VICE PRESIDENT – LIFE SALES, DMI

Joshua Rhem has 15+ years of experience in Insurance and Investment services, with experience as a Registered Investment Advisor to financial institutions, an insurance producer and wholesaler. Josh has always been interested in making sure insurance is viewed as a vital component of a well-constructed comprehensive financial plan.

Claim Your Seat!

Don’t miss your chance to help clients expect the unexpected.

What You'll Learn

Why LTC is the “health risk” hiding inside your clients’ financial plans—and how to prepare them without draining assets
Asset repositioning strategies that help clients move idle or inefficient funds into high-leverage LTC protection
Why cash indemnity beats reimbursement for flexibility, ease, and peace of mind
Tax treatment opportunities—including HSA eligibility, itemized deduction strategies, and planning tips for business owners and high-income households
How to support income planning with optional premium waivers, multiple pay schedules, and return-of-premium flexibility

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