The Long-Term Care Plan Design Process
You can find many wholesalers of Long-Term Care (LTC) Planning solutions to send you quotes and introduce the Long-Term Care Planning topic to clients. However, INERTIA isn't in the quote business; we're in the LTC PLANNING business, and that requires a process like this: A Repeatable Process Will Bring Clarity To Necessary Planning
Part of that process includes using an LTC Planning Assessment form to (1) quantify (project) a client's LTC needs,(2) qualify their health for underwriting, and specify the way(s) the plan will be funded to (3) determine which planning solutions to consider. To begin working on a case, please download, complete, and send us the form below, or you can use the Calendly link to the left to schedule a meeting to begin navigating the LTC Planning process for your clients.