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NO-OBLIGATION PROPOSAL
LTCI Consultation
Learn How Long-Term Care Insurance Fits
into Your Client's Plan
We offer complimentary LTCI consultations to help you better understand the role Traditional and Hybrid policies play in both your client’s estate plan and your practice as a whole.
Schedule A Call To Learn MoreWHAT IS OUR LTCI CONSULTATION SERVICE?
Whether you have a client that could benefit from an LTCI policy or you’re simply looking to learn how the product can be used in your practice, our complimentary LTCI consultation service is designed to educate you on the options available, unique planning strategies, and who LTCI might be appropriate for. Plus, we offer anonymous pre-screening to help you determine if LTCI is a viable option for your client without risking a denial on their record.
UNIQUE PLANNING
STRATEGIES
ANONYMOUS
PRE-SCREENING
DEDICATED
IN-HOUSE EXPERTS
What makes us different?
This isn’t your typical LTCI consultation. Our goal is to educate you and your client on different LTCI strategies and discuss how each one affects their plan for long-term care. We’re not just trying to sell you a product. Our focus is on providing honest and transparent advice to help you and your client make the best decisions for their unique situation. Plus, our dedicated LTCI staff members are CLTC-certified and highly trained in Medicaid planning, so you can rest assured you’re getting expert guidance.
READY TO LEARN MORE? Get Started With Long-Term Care Insurance
LEARN HOW LTCI FITS INTO YOUR PRACTICE
To learn more about how LTCI fits into your practice, schedule a demo with one of our specialists. Or, if you have a particular client that might be a good fit, complete our simple online quote request form to get started. Minimal information is required, so don’t wait to learn how this product protects your client from a future long-term care stay and secures their estate plan. All consultations are complimentary with no obligation to proceed.
