About this Event
For Financial Professionals Only. Not for the General Public
Join us for an engaging and informative session tailored for financial advisors and insurance professionals in the Charlotte area. Led by Sarah Coates, a local expert in the Long-Term Care market, these free, in-person events are designed to help you confidently navigate Long-Term Care (LTC) conversations with your clients.
With February being "Insure Your Love" month, this is the perfect time to explore strategies to protect your clients’ assets and provide peace of mind for their loved ones. In this session, Sarah will cover:
- A marketplace overview of Long-Term Care options
- Proven sales strategies to engage and attract clients
- Simplifying LTC discussions to increase client buy-in
- Insights on positioning LTC as a key part of legacy planning
Choose the date and location that works best for you:
- February 19th, 1 PM: Your Office USA, 15720 Brixham Hall Avenue, Suite 300, Charlotte, NC
Includes light snacks like cookies. - February 20th, 10 AM: Regus, 5960 Fairview Road, Suite 400, Charlotte, NC
Includes light breakfast with pastries and coffee.
These sessions are perfect for advisors seeking to expand their offerings, attract new clients, and deliver solutions that truly make an impact. Space is limited, so reserve your spot today!
Feel free to bring a colleague and start 2025 by building stronger client relationships with the help of LTC solutions.
Event Venue & Nearby Stays
YourOffice, 15720 Brixham Hill Avenue, Charlotte, United States
USD 0.00
