INERTIA / Advisor Services Group
INERTIA / Advisor Services Group

Customized Marketing Material

Each of the marketing pieces below

can be customized for your practice

 

 

After reviewing the documents below,

please email us and provide us with:

 

1)  Instruction on which pieces 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 would like.



The "Basics" of Long Term Care Planning

Long-Term Care & What You Should Expect
LTC What You Should Expect.pdf
Adobe Acrobat document [483.3 KB]
Options for Long-Term Care Planning
Options for LTC Planning.pdf
Adobe Acrobat document [570.5 KB]
11 Reason To Consider Long Term Care Planning
11 Reasons for LTC Planning.pdf
Adobe Acrobat document [401.0 KB]
Is There A Crack In Your Nest Egg?
Is There A Crack In Your Nest Egg.pdf
Adobe Acrobat document [713.9 KB]
Understanding How & Where Care Can Be Provided
Understanding How Where Care Can Be Pro[...]
Adobe Acrobat document [87.3 KB]
The 13 Wealth Management Issues
13 Wealth Management Issues.pdf
Adobe Acrobat document [71.8 KB]
Client Health Questionnaire
Health Questionnaire.pdf
Adobe Acrobat document [403.2 KB]

 

 

Materials for Specific Client Types or Market Segments 

Don't Go It Alone: Why Self-Funding Isn't a Good LTC Plan
Don't Go It Alone - Why Self-Insuring I[...]
Adobe Acrobat document [704.9 KB]
Business Owners & Long-Term Care Planning
Business Owners LTC Planning.pdf
Adobe Acrobat document [613.4 KB]
Long-Term Care Planning for Women
LTC Planning for Women.pdf
Adobe Acrobat document [105.9 KB]

 

 

Planning Concepts & Solutions

Time To Revisit Your Financial Plan
Time To Revisit Your Financial Plan.pdf
Adobe Acrobat document [95.7 KB]
Asset-Based Solutions for Long-Term Care Planning
Asset Based Solutions for LTC Planning.p[...]
Adobe Acrobat document [509.3 KB]
Long-Term Care Planning: Reimbursement vs. Indemnity Benefits
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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