Customized Marketing Material

We welcome the opportunity to provide you with marketing material customized for you or your firm!!

 

Please email us and provide us with.....

 

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 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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