As a financial advisor, we know you are busy. We also know that helping clients plan for healthcare costs is a crucial part of financial and retirement planning.
LTCI Partners has a process that allows you to find the right solution for a client at the right time. Here's how it works:
First, we provide a variety of educational material that can be shared and encourages client planning. Check out our Advisor Resource Blog, forms library, and consumer education resources. We also provide advisor education through our signature monthly webinar series, This Month in LTC Planning.
When you have a client ready to discuss LTC, we can assist with case design, health underwriting, and competitive analysis. We do this through phone and screen-sharing assisted sale support from our national team of planning specialists. We can also help with in-force policy reviews.
After the client has made the decision to proceed, we provide complete application fulfillment services over the phone with your clients and will continue to advocate on their behalf until a policy is issued.
We are carrier and solution agnostic - one client may benefit from a Linked Life/LTC product while another may consider a standalone policy. Our experienced team is not compensated based on selling a particular carrier or product, so you can be assured they are acting on the clients' behalf.