Regardless of the size of your institution, today's economic environment and new banking regulations strain client relationships and the "bottom line." Customers rely on your recommendations to keep their hard-earned savings safe and secure, and protecting those dollars is critically important.

Long-Term Care planning presents a tremendous opportunity to positively impact your client's future, and through your role as one of their primary advisory relationships, you can help protect them from the impact of a future need for care.

We understand the banking environment and the fact that your branch employees are responsible for many different functions.  This is why partnering with INERTIA for Long-Term Care planning can be useful for your institutions.   By adding another important line of business, we can help your institution provide added peace of mind for your customers and help solidify those hard-earned relationships.

INERTIA works with financial institutions that have a selling agreement with us, so contact us today to find out how we can customize solutions for your institution.