INERTIA believes that a need for Long-Term Care – in whatever form it takes – is an involuntary risk all Amercans face. This risk can decimate an investment, financial, retirement or estate plan AND take away one's independence.
Our partners rely on our Long-Term Care planning & solutions to help transfer that risk away from their clients and clients' families. INERTIA works with our partners to deepen client relationships, clarify long-term client goals and provide their clients with multi-generational financial security.
Our unique approach is highlighted by three key factors:
Long-Term Care planning is not a product, it’s a process. The educated, pro-active advisor will see the value proposition of a consultative approach to a Long-Term Care plan and its implementation.
With the client as an active participant in the planning process, we can deliver customized solutions, to meet their needs in the context of their overall financial plan.
Thinking Out-Side The Box
Recognizing that every client is unique, some solutions may require advanced concepts or multiple solutions to achieve the desired results, and we will embrace every option.