Uncovering New Sales Opportunities: Estate Planning Meets Long-Term Care

July 23, 2026
12 PM CDT
Michelle Owens, J.D., CLU, ChFC, CEBS
Presented by: Michelle Owens, J.D., CLU, ChFC, CEBS
Manager of Advanced Markets – Mutual of Omaha
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Uncovering New Sales Opportunities: Estate Planning Meets Long-Term Care
About This Webinar

Join us for a special guest webinar with Michelle Owens and Caitlyn Harris of Mutual of Omaha!

In this session, you’ll gain practical insight on the intersection between estate planning and long-term care insurance. We’ll cover:

  • Core documents and strategies that form the foundation of an estate plan
  • How long-term care costs can derail even a well-structured estate plan, including a side-by-side case study comparison
  • Planning and sales opportunities that help protect clients from the financial risk of long-term care

Long-term care is one of the biggest risks to your clients’ assets, yet it remains an afterthought in many planning conversations. Whether you’re new to estate planning concepts or looking to sharpen your LTC positioning, you’ll leave with tools you can put to work in your next client meeting.

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About the Presenters:
Michelle Owens, J.D., CLU, ChFC, CEBS

Michelle Owens, J.D., CLU, ChFC, CEBS

Manager of Advanced Markets – Mutual of Omaha

Michelle serves as Manager of the Advanced Markets department at Mutual of Omaha Insurance Company. In her role, Michelle specializes in life insurance sales concepts tailored to both individual clients and business owners, with an emphasis on tax planning and premium finance strategies. Michelle brings over three decades of experience with Mutual of Omaha, having worked in various areas of the company before joining the Advanced Markets team in 2013.

Caitlyn Harris

Caitlyn Harris

LTC Sales Director – Mutual of Omaha

Caitlyn brings over eight years of experience with Mutual of Omaha, backed by a strong foundation in long-term care and process management. Throughout her career, she has held roles as both a Case Manager and Account Executive, supporting a broad range of business lines including Life, Disability Income, Long-Term Care, and Direct Markets. Today, she focuses on supporting partners through training, education, and day-to-day sales support, with an emphasis on growing the traditional LTC product line.