November and Long-Term Care (LTC) Awareness Month is no more!  It's time for accountability and sharing valuable insights about LTC Planning with clients, prospects, and your broader community.  Take some time to explore INERTIA’s wholesaling resources to begin maximizing your marketing and planning efforts.

Here are examples of ways to take advantage of the available resources:

Customized Content:  Customized, branded material, including informative articles, blogs, and marketing pieces, to highlight the need for LTC planning and your expertise.

Webinars and Workshops:  Leverage your expertise and host a webinar or workshop, addressing common concerns and providing in-depth insights into LTC Planning.

Email Campaigns:  Use our targeted messaging to connect with clients and prospects and encourage them to begin/complete the LTC Planning process.

Personalized Consultations:  Offer clients a personalized consultation to quantify their LTC needs with a HALO Assessment and Report and discuss solutions that provide multi-generational financial security.

Social Media Content:  Leverage our social media content to enhance messaging throughout LTC Awareness Month and share content across multiple platforms.

Community Engagement & Local Partnerships:  Strengthen your local relationships with LTC facilities, medical professionals, and community organizations in your market. These collaborations can enhance your local presence and contribute to the success of your marketing efforts.

Make the most of November and showcase your commitment to addressing this important topic in your clients' comprehensive financial planning.  To ensure a smooth and successful campaign, click the Calendly button below and schedule a Zoom to discuss your next steps.

We look forward to working with you on a Long-Term Care Planning case soon!