November and Long-Term Care (LTC) Awareness Month is approaching!  As you prepare to share your valuable insights about LTC Planning with clients, prospects, and your broader community, consider exploring INERTIA’s wholesaling resources and expertise to maximize 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, blog posts, and marketing pieces, can highlight the importance of 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.

You can make LTC Awareness Month a significant showcase of your commitment to holistic planning and addressing LTC in comprehensive financial planning.  The next step is to click the Calendly button below and schedule a Zoom session to ensure a smooth and successful campaign.

We look forward to working with you 

on a Long-Term Care Planning case soon!