Corporate Training & Consulting

INERTIA welcomes the opportunity to become your primary source for corporate training and consulting services in the Long-Term Care Planning arena.   While you might have carriers and wholesalers who may provide some form of training or consulting services, each is limited to their scope of product offerings. Since there isn't any one insurance carrier or provider which offers ALL of the available planning options, their training & consulting services may be limited.  

 

With the evolution of financial and risk management planning, firms and institutions are now finding a growing need for specialized or customized options in this area.  Perhaps it's time to find a more comprehensive approach to meet your firm's needs.  Consider the example below:

"Strategies for Tax-Advantaged Long-Term Care Planning"

Corporate Training:

Our programs focus on a variety of topics and applicable solutions, including:

  • Strategic and tactial marketing of Long-Term Care planning.
  • Focusing on the planning process vs. a product sale.
  • In-depth discussion of the various planning solutions.
  • Effective methods for presenting clients plan design options.
  • Incorporating Long Term Care planning into a client's existing retirement, financial, estate and risk management plans.
  • Industry trends and maximizing client relationships.
  • Developing "Centers of Influence" for Long-Term Care Planning.

 

 

Consulting Services:

If your institution is in the process of determining how to build or expand your Long-Term Care solutions offerings, our consulting services may be able to help you identify.....

  • Carriers/solutions to compliment your platform.
  • Opportunities to maximize revenue.
  • Gaps in your platform which should be addressed.
  • Industry trends which may effect your long-term goals.
  • Ways to streamline back-office & compliance functions.

 

 

Long-Term Care planning may present a huge opportunity for your firm, so contact us today discuss your needs and provide you with our fee schedules and/or availability for your training calendar. 

 

 

 

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