Creating A "25 Hour Day" 

 

Is your business is like a puzzle?   You keep moving the pieces around in the hope of seeing the big picture, but the clock is constantly your enemy.   Even great time management will only take you so far, and a partnership with INERTIA could be the equivalent of creating a "25-Hour Day".  

 

To make Long-Term Care (LTC) planning a more consistent topic of discussion with clients, it requires TIME; something advisors often indicate they lack in order to become proficient on the subject.  

 

Perhaps the biggest value proposition of the INERTIA partnership is the ability to create more TIME; especially when viewed in the context of revenue.  That means, by leveraging our LTC Planning expertise, you can create significant new revenue opportunities, which can often equate to adding a 25th hour to every workday!!   

 

INERTIA works with our advisor partners to maximize their success in implementing LTC plans for their clients; without the need to invest their own valuable TIME to do so.  Quite simply, we can do the "heavy lifting" and eliminate your need to....

 

  • Become proficient in understanding how, when and where LTC is provided for your clients and their families, and articulate these concepts to clients.

 

  • Learn the intricate details about Medicare, Medicaid, LTC Partnership Plans, etc., and why your clients should consider implementing a customized LTC plan.

 

  • Explain to clients how LTC Planning compliments their financial, estate, and risk management planning already in place or under consideration.

 

  • Spend countless hours developing relationships with solution providers to ensure you have the appropriate resources to implement an LTC plan for your clients.

 

  • Become an expert on underwriting and plan design, so you know which solution(s) will work most effectively for your clients.

 

  • Hire additional staff to manage the increased workload.

 

  • Create strategic and tactical marketing plans to identify clients who should consider LTC planning.

 

With INERTIA as a business partner, LTC Planning can become an important part of your business mix; deepening client relationships and growing an already successful business.   

 

 

Contact us to discuss creating an extra hour every day!!

 

 

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