Training & Continuing Education

INERTIA welcomes the opportunity to become your primary source for corporate training and development in the Long-Term Care Planning arena.   Insurance carriers often provide "product training", but that's usually limited to their scope of product offerings. So that effectively means that since there isn't any insurance carrier or provider offering ALL of the available planning options, their training & services will focus on the product; not the planning.  

 

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 for a more comprehensive approach to effectively train your firm's advisors and we hope you'll consider the example below:

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

 

Corporate Training & Continuing Education:

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.

 

 

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 which should be addressed.
  • Industry trends which may effect your long-term goals.
  • Ways to streamline back-office & compliance functions.

 

 

Long-Term Care planning represents a huge opportunity for your firm, so contact us today discuss your needs so we can discuss our availability for your training calendar. 

 

 

 

180914

Sponsor Code = "LTC"

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