Our Mission Statement


INERTIA believes that a need for Long-Term Care – in whatever form it takes – is an involuntary risk all Americans face.  This risk can decimate an investment, financial, retirement, or estate plan AND take away one's independence.  Our partners rely on us to provide the expertise to help them identify and present Long-Term Care planning & solutions to mitigate or transfer that risk away from their clients and clients' families.  


INERTIA works with those in the advisory community seeking to deepen client relationships, clarify long-term client goals, and provide their clients with multi-generational financial security.  Our unique approach is highlighted by three key factors:


Our Vision

Long-Term Care Planning is a process, not a product, and an educated, proactive advisor will see the value proposition of a consultative approach to achieve a client's Long-Term Care Planning objectives.


Planning Strategies & Solutions

INERTIA strives to make the advisor and their client active participants in the planning process.  This engagement allows us to maximize the customization of insurance solutions to better incorporate them as a robust component of comprehensive financial, retirement, estate, or risk management planning.


Thinking Out-Side The Box

We recognize that every client is unique, and successful Long-Term Care Planning requires collaboration across the advisory spectrum. Your client's planning scenarios may require advanced concepts or a variety of solutions to achieve desired results.  Thus, we strive to embrace every option and strategy to maximize outcomes for the advisor, the client, and their families.

The INERTIA "Partnership"


INERTIA works with advisors across the financial services spectrum, so you can "partner" with us to do the heavy lifting once you decide to make Long-Term Care planning part of your business mix.  Since we focus solely on Long-Term Care Planning and solutions, we provide the expertise to help you focus on the planning and NOT products.  This helps you address the more significant topic of Healthcare In Retirement so it can easily be incorporated into a client's comprehensive financial, retirement risk management, or estate planning.   


As such, we strive to provide resources that allow your clients to be active participants in the process to help you find the most appropriate insurance solution to meet their needs.


The INERTIA "Partnership" means we can.....


1.  Help you identify clients in need of Long-Term Care Planning.


2.  Complete the prep work necessary for impactful client meetings.


3.  Provide total Point-of-Sale expertise, including fact-finding, client presentations, needs analysis, and field underwriting.


4.  Ensure the essentials are in place for those clients self-funding their future Long-Term Care Planning needs.


5.  Evaluate your clients' options and recommend appropriate plan designs.

6.  Implement your clients' Long-Term Care Planning solution(s) and manage the entire process from underwriting through delivery.



We are committed to helping advisors - throughout the advisory community - maximize client engagement and Long-Term Care Planning opportunities.

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