Our objective is to help you develop your long-term care insurance business, provide a new and ongoing income stream for you and asset protection for your clients.

We’ve put together this kit with a seminar model, marketing tools and step-by-step sales process to make the LTCI sales transaction as simple and straightforward as possible for financial advisors.

Comprehensive Financial Advisor Model

Most advisors focus on wealth accumulation as their primary focus. Oftentimes, we’ve heard stories of clients calling their advisor to ask for help with an investment tool that will pay the annual premium on the LTCI policy they’ve just purchased. The client didn’t know that the advisor handles LTCI. Why? Because their advisor never mentioned LTCI.

We’ve designed this financial advisor model for you to show your clients the total scope of the services that you provide. It can be your first step in introducing LTCI as a smart asset protection tool.

Long-Term Care Insurance Seminar Marketing Model

This is the sales and marketing model that we use and it’s proven to be very successful. Simply invite your clients and prospects to an educational seminar to learn about long-term care and long-term care insurance. We know from experience that consumers know little about long-term care, the risk of needing it or the cost of self-insuring. Hosting an educational seminar is a way to add value to your relationships with clients and educate them about this very important asset protection tool.

We’ve designed a Seminar Invitation Flier for you and we’re happy to customize it with your company logo and dates, times and locations of your seminar(s). This flier can be used as a direct mailer, printed in your company newsletter or sent via e-newsletter or e-mail.

We’ve also written a Seminar Invitation Letter if you’d prefer to send a personal letter to your clients. Along with the flier or letter you may want to include Why You Need Long-Term Care Insurance – Facts to Consider to pique interest and encourage attendance at the seminar.

And, to save you time, we’ve developed the Long-Term Care Insurance Seminar Process. It’s a guide that will step you through each phase of the sales transaction.

It includes the Road Map to Plan Design with all the questions that you need answered in order to customize a policy that meets your clients’ needs. There’s also a Quote Request Form and an LTCI Plan and Premium Comparison Chart to help you compare components, options and costs of each carrier’s plan.

You may find the Sales Support Tracks the most helpful item in the Sales and Marketing Kit. We really are serious about helping you develop your long-term care insurance business and offer you two sales support options.

Track 1 is “We do it with your help.” In many states we are able to handle the sales transaction for you and share commission with you. Track 2 is “You do it with our help.” With this track, we provide all the sales support for you to complete the sale and earn full commission. Call us to discuss these sales tracks in detail.

And, for all the supplies you’ll need, just Call us . We’ll keep you well supplied. Let us know if you have special needs. We can help.