Welcome to LTC Financial Advisors

In these days of economic uncertainty it is essential that people have a sense of security and peace in terms of their future. Long term care insurance is a way to help preserve that.

Millions of Americans rely on financial advisors for help with their retirement and financial planning. If their financial future is at risk they expect their advisors to know about it and take protective measures. Have you fully protected your clients?

Even in these challenging economic times many boomers are looking to retire in the next few years which makes today an opportune time to present the added value of long-term care planning as a part of your practice.

The question is: should your clients continue to self-insure for long term care or transfer the risk to an insurance company like they have done for their home, car, and health?

Does it make sense to use less than 1% of assets to protect the other 99%? Don't wait until you clients are uninsurable to decide. Waiting could potentially cost you millions of dollars in lost AUM as your clients use their assets to pay for care.

Some of your clients are probably in denial about the possibility of needing long term care. This makes it even more difficult to protect their portfolios.

We have experience working with many financial professionals, assisting them in providing protection for their clients' assets under management. Our goal here is to bring light to the unpleasant reality of long term care so that you and your clients are not at risking a financial disaster.

The best investment is the one you don't have to think about, long term care insurance.

Your Clients Choices

Your clients long-term care funding choices today:

  • Self-Insure (pay out of savings/investments)
  • Government Assistance (Medicaid-welfare health care)
  • Long-term care insurance

Your clients long-term care funding choices if they cannot health qualify for insurance today:

  • Self-Insure (pay out of savings/investments)
  • Government Assistance (Medicaid-welfare health care)

Your clients long-term care funding choices once savings are depleted:

  • Government Assistance (Medicaid-welfare health care)

Your Choices

We do it all. If you don't want the hassle of keeping up on all the different long term care plans, licensing and certifications, yet want your clients to have asset protection we can provide LTC coverage for your clients.

We start with the best company, the best policy at the best rate that the client can health qualify for.

We do everything for you and your client. We pre-qualify, provide an evaluation with a quote, and we handle the application, underwriting, policy delivery and maintenance.

Because we specialize in long-term care are not seeking to compete with you in other areas of your business.  Rather, we seek to develop a mutually beneficial business relationship where we can assist you and your clients in making informed choices about long-term care planning.

If you are commission based, you can earn by partnering with us. If you are fee-based, you’ll perform a better service for your clients and preserve their loyalty.z

* We also welcome referrals, and we want you to know that your clients will be provided the highest level of professionalism.

Call 1-888-582-2464 or email us if you have any questions or need additional information.


TO PAGE TOP