Buddy Study Podcast
Buddy Study Podcast is a weekly study group style podcast for insurance professionals and financial planners focused on Long-Term Care Insurance (LTCi) for both individual and group benefits.
Each episode is designed to help advisors better understand the complexities of LTC planning, stay current on products, and improve their sales and advisory process. Whether you’re new to LTCi or a seasoned specialist, Buddy Study Podcast delivers practical insights you can apply immediately.
What you’ll hear on the show:
- Deep-dives into individual and group LTCi sales strategies
- Case studies and real-world planning scenarios
- Conversations with top LTCi specialists and industry leaders
- Product and underwriting updates directly from insurance carriers
- Best practices to help you become more efficient, confident, and informed when advising clients
The podcast is an extension of the popular Buddy Study Groups, a free, community-driven educational experience open to all financial professionals.
🗓 Weekly Study Group Schedule
- Individual LTCi Study Group: Tuesdays at 1 PM PT - https://www.addevent.com/event/Il19620844
- Group LTCi Study Group: Thursdays at 1 PM PT - https://www.addevent.com/event/vs19612672
There is no membership fee to participate. Our goal is simple: help insurance professionals better serve their clients by mastering long-term care planning.
If you work with individuals, employers, or associations and want to stay up to date in the LTCi and group benefits space this podcast is for you.
Episodes
18 episodes
LTCi Objections and Overcoming Them
Every client objection sounds reasonable until you realize most of them are walls, not reasons. Learn how to handle the most common long-term care insurance (LTCi) objections with confidence, without ever becoming combative.In this editi...
How to Identify and Close Group Cases
Most advisors know group LTCi exists, but few know how to spot a viable case, start the conversation, or keep it moving when life gets in the way. Learn from a specialist who has made it his practice.In this episode of the Bud...
How to Deal with Declines and Save Cases
A decline doesn't have to end the conversation or the case. Learn how experienced LTCi specialists navigate underwriting setbacks, manage client emotions, and find the right pivot to keep long-term care planning on track.When a client ge...
Annuity LTCi Study Hall
Your client has an old annuity sitting on the sidelines — not growing, not earmarked for anything. Learn how annuity LTCi can turn that idle asset into meaningful long-term care coverage, even for clients who can't qualify elsewhere.Annu...
Hybrid LTCi Study Hall
Hybrid long-term care products are some of the most innovative and competitive in the LTCi space, but knowing which carrier fits which client requires more than running a spreadsheet. Learn how to navigate the hybrid market with confidence....
LTC Partnership 101
"I'll just qualify for Medicaid if I need care" sounds like a safety net until your clients learn what Medicaid actually covers, what it costs them in assets, and what it means for a surviving spouse. Learn how the LTC Partnership prog...
Short-Term Care Study Hall
Short-term care insurance is one of the fastest-growing segments in the LTCi market, but do you really understand what you're offering and who it's best for? The answer could reshape how you serve clients who fall outside traditional long-term ...
Traditional LTCi Study Hall
"Traditional long-term care is dead" sounds convincing until you look at what no other product type can offer. Learn why advisors who skip traditional LTCi may be leaving their clients underprotected and themselves underpositioned.Hybrid...
Working with Referral Partners
"I have a guy for that" is what every financial advisor wants to say when clients ask about long-term care. The question is, are you that person? Learn how to build and sustain referral partnerships that keep your calendar full of qualified LTC...
Individual Products in Group LTC Planning?
Group LTC plans are built for accessibility but what happens when the group in front of you needs something a true group product can't deliver? Understanding when and how individual products belong in your group LTC strategy could be the differ...
Mastering the Rate Increase Conversation
"I'll just drop the plan" sounds like a reasonable reaction to a rate increase letter until you compare the numbers. Learn how to turn one of the most emotionally charged conversations in LTCi into a planning opportunity.Rate increase le...
EquiTrust Bridge with Tommy Jondall
In this episode Jason and Tommy Jondall, National Sales Director at EquiTrust, walkthrough the Bridge product, a 7702B-compliant, LTC-enhanced fixed indexed annuity (FIA) hybrid that offers guaranteed approval regardless of a client's health hi...
Understanding Chronic Illness Rider Variations
"It's a free rider — it must be a better deal." That assumption is costing advisors and their clients more than they realize. Learn how to identify what you're actually selling when it comes to chronic illness riders on life insurance.Wi...
Working with Financial Advisors as a LTC Specialist
EPISODE DESCRIPTIONFinancial advisors are either your greatest referral source or the reason a sale goes cold. Learn how LTCi specialists can build partnerships that consistently bring clients to the table.Working alongside...
The Buying Line with Steve Elliott
"You've given me a lot to think about" sounds like thoughtful consideration until you realize your client just crossed the buying line backwards. Learn how to recognize and respond to your client's true buying signals.Sales psychology ex...
Field Underwriting for LTC Specialists
Asking the right health questions before submitting an application sounds simple until your client gets declined and walks away. Learn how thorough field underwriting protects both client relationships and placement rates.Field underwrit...