Career & Captive Insurance Professionals
You understand insurance solutions, and at INERTIA, we know that. However, it can be challenging when your contractual obligations limit or preclude you from offering certain solutions to address Healthcare In Retirement or Long-Term Care (LTC). Partnering with us as your wholesaling resource for LTC planning and the accompanying solutions can add tremendous value to your advisory relationships.
However, those limitations don't eliminate your advisory role as a client's risk manager or insurance advisor, leaving them vulnerable to the future liabilities associated with LTC. Quite simply, your choice is to find your clients' proper solutions to mitigate the risk of needing care or find someone who will.....We can help with either option.
Option #1 would be a firm-wide or agency-wide relationship in which the owners/principals grant you access to INERTIA's broad spectrum of LTC Planning solutions, allowing you to provide multiple strategies and product design options.
Option #2 would be to minimize the time commitment of identifying someone with the resources that can help your clients seamlessly incorporate LTC in their risk management or insurance planning, as mentioned here: https://www.inertia-asg.com/about-inertia/concierge-service-levels/
Contact us to access some of today's best solutions for your client's planning needs...