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

July 23, 2026
12 PM CDT
Bill Beckett, CFP®, CLU®, ChFC®, MBA
Presented by: Bill Beckett, CFP®, CLU®, ChFC®, MBA
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 Bill Beckett 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:
Bill Beckett, CFP®, CLU®, ChFC®, MBA

Bill Beckett, CFP®, CLU®, ChFC®, MBA

Advanced Markets – Mutual of Omaha

Bill is part of the Mutual of Omaha Advanced Markets team and specializes in LTC, business, retirement, and estate planning. He has been with Mutual of Omaha for 10 years and holds his CFP, CLU, and ChFC. Bill is located in Atlanta, GA.

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.