Customized Marketing Material

 

Advisors have had great success using our marketing material to drive discussions about Long-Term Care.  We welcome the opportunity to provide you with customized marketing material for you or your firm!!

 

To begin the process, please email us and provide the following:

 

1)  Instruction on what piece(s) you would like customized.

2)  A "clean" logo, preferably in .jpeg format.

3)  A request for your preferred font style.

4)  Notes regarding any additional customization you want.



The "Basics" of Long Term Care Planning

LTC What You Should Expect.pdf
Adobe Acrobat document [483.3 KB]
Options for Long-Term Care Planning.pdf
Adobe Acrobat document [157.6 KB]
11 Reasons to Consider Long-Term Care Pl[...]
Adobe Acrobat document [401.0 KB]
Is There A Crack In Your Nest Egg.pdf
Adobe Acrobat document [713.9 KB]
Understand How and Where Care Is Provide[...]
Adobe Acrobat document [363.3 KB]
13 Wealth Management Issues.pdf
Adobe Acrobat document [71.8 KB]
Health Questionnaire.pdf
Adobe Acrobat document [133.1 KB]

 

 

Materials for Specific Client Types or Market Segments 

Don't Go It Alone - Why Self-Insuring I[...]
Adobe Acrobat document [704.9 KB]
Business Owners and Long-Term Care Plann[...]
Adobe Acrobat document [536.1 KB]
Long-Term Care Planning for Women.pdf
Adobe Acrobat document [679.4 KB]

 

 

Planning Concepts & Solutions

Identifying LTC Funding Options.pdf
Adobe Acrobat document [213.6 KB]
Time To Revisit Your Financial Plan.pdf
Adobe Acrobat document [95.7 KB]
Asset Based Solutions for LTC Planning.p[...]
Adobe Acrobat document [509.3 KB]
Reimbursement vs Indemnity LTC Plans.pdf
Adobe Acrobat document [90.1 KB]

 

 

 

 

PLEASE NOTE:

While these pieces are general in nature, if your institution, firm or broker/dealer requires compliance department review of marketing materials, please obtain the proper approval prior to using your customized material.

        Sponsor Code = "LTC"

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