As a fee-based or fee-only planner, your objectivity is key to your advisory relationships and leads to the fiduciary duty you bear.  Both will - in part - require you to quantify a client's longevity, health, and associated risk, which further contributes to the mandatory nature of Healthcare In Retirement and Long-Term Care (LTC) planning and the need to implement appropriate strategies or solutions.

We understand the fee-based business model, so it makes sense to consider partnering with INERTIA to provide your clients with data-driven customized LTC planning.  There remains a tremendous opportunity to impact a client's future, and as one of their primary advisors, you can help protect them from the impact of future LTC needs.   Whether you want to participate in the LTC Planning process or not, our LTC Strategist can ensure your clients have insurance solutions OR the essentials for Self-Funding LTC are in place to complement your recommended financial planning, allowing you to ensure clients have the appropriate LTC planning to provide multi-generation security.

Partnering with INERTIA will better equip you and your firm to engage your clients and educate them about how and why a customized LTC plan should be part of their comprehensive planning.  Ultimately, this will help you maintain your fiduciary duty to your clients and raise your advisory services to a higher level.  

Contact us to learn how we can customize solutions to meet your clients' needs and help you protect their retirement, financial, and estate planning.

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