2023-10-19 BROADCAST CE - 1 HOUR

9:00 am - 10:00 am

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               "The Great Income Gap - Asset Based LTC"

Scott Hall

Regional Sales Director

OneAmerica

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(1 hour Indiana Insurance CE approved, 1 hour CFP CE approved, 1 hour CLE CE approved)

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Scott works with financial advisors to grow the OneAmerica® Care Solutions product line. He provides training through group meetings and assists with workshops and other functions to support the growth of Care Solutions within their organization.

Scott has been in the financial services industry since 2005, representing a variety of products, such as mutual funds, separately managed accounts, institutional money management and annuities. Scott has experience working with industry leaders such as Hartford, Goldman Sachs and SEI. Traveling the Midwest, he successfully developed and expanded sales by effectively training and coaching financial professionals about investment solutions and income strategies and how to leverage solutions for their clients. Much of Scott’s effectiveness as a wholesaler is directly tied to his experience sharing ideas and educating his advisors on how to position solutions to benefit a variety of investors.

Scott holds the FINRA series 6 and 63 licenses.  Scott has a Bachelor of Science in liberal arts from University of Indianapolis.

A resident of Greenwood, Indiana, Scott has been married to his wife, Shannan, for more than 20 years. They have three children. He has coached several sports over the years, such as football, basketball and soccer, and serves on the board of his local football program. He enjoys home improvement projects and attending sporting events with his family.
 

Course Synopsis
There are a number of concerns clients must take into consideration when planning for retirement.  This course will focus on the impact of the potential gap between a client’s retirement income plan and the excess costs for extended care.  

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Course Objective
After completing this course students will be able to:

• Understand the issues affecting retirement income

• Communicate the current cost of care and the trends impacting future costs

• Understand what long term care insurance does

• Explain the timeline of care received

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