INERTIA believes that a need for Long-Term Care – in whatever form it takes – is an involuntary risk all Americans face. This risk can decimate an investment, financial, retirement, or estate plan AND take away one's independence. Our partners rely on us to provide the expertise to help them identify and present Long-Term Care planning & solutions to transfer that risk away from their clients and client's families.
INERTIA works with our partners to help them 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, proactive advisor will see the value proposition of a consultative approach to a Long-Term Care plan and its implementation.
We strive to make the advisor and their client active participants in the planning process - This engagement allows us to maximize the customization of insurance solutions, so those solutions can be better incorporated into comprehensive financial, retirement, estate, or risk management planning.
Thinking Out-Side The Box
Recognizing that every client is unique, some scenarios may require advanced concepts or even multiple solutions to achieve desired results. Thus, we strive to embrace every option and strategy to maximize advisor & client outcomes.