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Welcome to the December e-Brief

2022 was a big year for CLTC – we initiated our first thought leadership study (in partnership with Home Instead and Homethrive), convened industry leaders at the CLTC Summit to discuss the future of the industry, delivered 11 thought provoking webinars, introduced the CE approved Foundations class and developed many new client engagement tools.  We have even more planned for 2023; it’s going to be an exciting year! Thank you for being a friend of CLTC; We would love to see you become an official part of our family in 2023.

     

Watch our Holiday Video! Click Below!

   
   
     

2023 CLTC HIGHLIGHTS

     
   

Webinars

   

Below are highlights of our top three 2022 webinars. Become a CLTC and have access to our entire webinar library.


March 30th - Determining the Best LTC Solution for Your Clients

April 27th - Do You Really Understand What You Are Selling?

September 28th - Understanding the Tax Advantages of LTC Insurance for Business Owners

   
     
   

Study: "Following the Journey of Family Caregivers"

   

We want to give non-CLTCs access to all the materials from our 2022 Thought Leadership Study. Download them below!


Highlights of the Study findings

Full PPT deck of the Study findings


In addition to the PowerPoint findings and highlights flyer, we have added a new flipbook that gathers three additional promotional pieces used to garner media attention. You are free to use these documents as is, or download bits and pieces that help support your work.

   
   
     
   

CLTC Tools and Resources Catalog

   

We have created an overview of all our sales support material into one convenient document - our CLTC Catalog. The goal is to make it easier for advisors to identify and access the tools and resources to best support extended care conversations. By clicking the link below, you can see the listing of documents available to CLTCs and a brief descriptor of the purpose of each.

   
   
     

COMING IN 2023

     
  • The launch of a new training class, Product Insider, that will provide a deep (and carrier agnostic) dive into all the ins and outs of the products available on the market. Product Insider will include all you want to know about product features, underwriting, pricing, the pros and cons of each product, the carriers that offer them, client applicability and case studies to bring it all together. The first class will be offered at thMarch 2023 ILTC conference. Become a CLTC to take advantage of our special offer!
  • A new Thought Leadership study to continue to raise awareness (amongst consumers and the media) about the importance of extended care planning.
  • An expansion of the CLTC website to specifically address consumer (and media) questions about all things LTC.
  • Another Leadership Summit in September 2023
  • New client engagement tools and resources
   
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The Certitrek Group | 2222 Sedwick Road, Durham, NC 27713