Concierge Service Levels

 

At our core, INERTIA is a boutique marketing organization focused entirely on Long-Term Care (LTC) Planning.  While most financial product marketing organizations are built vertically with product "silos", our firm is structured horizontally - across the solution spectrum.  As such, our LTC Planning Strategists understand the planning process in the context of your advisory role.  

 

Ultimately, our partnership is based on your LTC Planning comfort level and an understanding that YOU drive that relationship.  Multiple areas of customization are the key to meeting your expectations and we roll out the red carpet for each of the following “concierge” service levels.

 

1.  Revenue Sharing Partnership 

Many advisors want or need to make LTC Planning part of the practice, however it's often easier said than done.  In this situation, advisors often choose to become a revenue sharing partner.  Under this arrangement, an LTC Strategist will work with you and your clients throughout the process to design, present, underwrite and implement a client’s plan.  The revenue sharing arrangement will be agreed upon for each individual case, based on the requested engagement level of the INERTIA strategist.  You're always in control and directing the efforts of the team along the way.

 

2.  Wholesaling Partnership

There is certainly no shortage of insurance marketing organizations today.  Fortunately,  INERTIA offers a unique value proposition as a "boutique" firm focused exclusively in the LTC space.  We're often asked who our "competition" is in this arena, and we're confident you'll feel as we do already.....With our approach to LTC Planning, and the way we work with advisors, there is no one who does what we do or the way we do it.  Bring us a case and give us the opportunity to prove it!!

 

3.  Referral Partnership

When insurance solutions are involved, certain advisory relationships make it difficult to complete the LTC Planning process with a “fee-based” or “advice-only” relationship being the limiting factor.  In these scenarios your INERTIA strategist will work with you and your clients throughout the planning process, allowing you to maintain your advisory role without worrying about any potential conflicts related to insurance revenue generated.

 

 

We look forward to help you address your clients' Long-Term Care Planning needs; at the service level best suited for you or your organization.

        Sponsor Code = "LTC"

Print Print | Sitemap
© INERTIA / Advisor Services Group, Inc. - 2011-2018