Anchors & Advantages: LTC Planning
Join E4 Insurance Services and OneAmerica in Bismarck for a focused look at the long-term care planning crisis and the opportunity it presents for your practice.
Regional leaders Jeremy Vidmar and Shane Van Patten from E4 will share practical strategies to help you position yourself as a local retirement and LTC planning specialist, using real-world cases to show how to move beyond investments and close planning gaps with confidence. They’ll be joined by Greg Mantz, Regional Sales Director with OneAmerica, who will walk through “2026: The Year of the Silver Tsunami,” covering what rising care needs mean for your clients, how to start the extended-care conversation, and tools you can use immediately to create LTC leverage and tax-efficient solutions, starting with three clients you already serve today.