Planning Tips and Carrier News for Advisors 

Mutual of Omaha- Everyone Loves a Good Story

Posted by LTCI Partners | Nov 12, 2020 12:39:54 PM
Use customer stories to illustrate the need for LTCi ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌
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We’re big fans of the study of behavioral finance.  We’re interested in the “why” – why we think and act the way we do as it relates to planning for our retirement or in our financial lives.  Here’s something we learned (and Mutual of Omaha did too!)…that spewing stats to your clients about Long-Term Care doesn’t work! Stats create debate & often times they destroy empathy. People connect to stories – they can relate or point out examples in their own lives when you share a story.  Storytelling is an effective way to start the conversation about Long-Term Care planning.  Here’s some that you can use from Mutual of Omaha.

 

 

Share Customer Stories

The need for long-term care insurance becomes apparent when you see how it benefits real-life customers. These flyers are learning tools, so they're not approved for consumer use. But that doesn't mean you can't turn the stories into powerful sales tools by describing how an LTCi policy helped these customers and their families.

Steve Pike Signature

Steve Pike
National Sales Director - LTC, DI, CI
Brokerage Sales

For producer use only. Not for use with the general public.

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Topics: Mutual of Omaha

Written by LTCI Partners

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