Financial Advisors

Regardless of a client’s financial position or asset base, there is a mandatory nature to planning for Healthcare In Retirement and Long-Term Care (LTC).  There is no denying that all the work diligently designing and implementing investment & retirement plans for your clients could collapse or be significantly impacted if LTC is not adequately addressed. 

Working with INERTIA can help you address LTC based on your advisor role, as we recognize your need for client-focused planning and solutions, including Long-Term Care.  We also recognize there is a big difference between having access to LTC Planning solutions and the process required to incorporate those solutions into a  client's planning or portfolio.

Too few Americans have addressed LTC in their planning, so there's a tremendous opportunity to impact your clients and prospects by protecting their investment, financial, and retirement plans from the impact of future LTC needs.  Quite often, this will be done by adjusting or complementing planning already in place or working with us to identify/implement proper planning & solutions to mitigate LTC risks and avoid the depletion of your AUM.

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