Long-Term Care planning has never

been more important than it is today!!  

Given the ongoing demographic shift taking place in the United States, consumers of all ages are looking to their advisors to help them begin the planning process.

You probably understand the importance of planning for your clients' future Long-Term Care needs.   However, you may find it difficult to bridge the gap between your advisory role with clients and addressing the unique nature of Long-Term Care planning.

 

INERTIA understands the needs of today's advisor and we are ready to assist YOU!

Our strategists will work with you and your clients to design and implement Long-Term Care planning solutions; and partnering with us will help enhance existing client relationships in the process.

Regardless of your advisory role with your clients, we can work with you to shift the potentially catastrophic risks associated with Long-Term Care, away from them and their families, and help ensure multi-generational financial security.

“How can financial advisors possibly fulfill their fiduciary responsibility to clients today without an intimate knowledge of the health aspects impacting both their physical and financial lives.”

Dr. Joseph Coughlin

Executive Director,

Massachusetts Institute

of Technology - AgeLab