Long-Term Care:  Training & Continuing Education

 

While many insurance carriers provide "product training," it's usually limited to their solution offerings. That creates a potential problem since no one insurance carrier offers ALL of the available options for Long-Term Care Planning. At best, that training will focus on the products for and not the process of Long-Term Care planning, so INERTIA welcomes the opportunity to become a trusted source for training and career development for Long-Term Care Planning concepts and solutions!  

 

With the evolution of financial and risk management planning, your firm needs specialized or customized training options on this topic.....Perhaps it's time for a more comprehensive approach to effectively train your firm's advisors, and we look forward to providing just that!!   

 

Below are some of the courses and services we offer:

 

Corporate Training & Continuing Education:

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

  • Strategic and tactical 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 with plan design options.
  • Incorporating Long-Term Care planning into a client's existing/proposed comprehensive planning.
  • Industry trends and maximizing client relationships.
  • Developing "Centers of Influence" for Long-Term Care Planning.

 

Development & 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 to address.
  • Industry trends that may affect your long-term goals.
  • Ways to streamline back-office & compliance functions.

 

 

Please contact us to discuss your firm's training needs and our availability on your training calendar. 

 

 

 

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