Services


Our efforts are primarily focused on providing exceptional long-term care products and services to the communities listed below.  We have breifly highlighted our value proposition for each business segment but encourage you to learn more by contacting us today!
 

Individuals & Families

We provide a unique, client-centered Long-Term Care Planning processs unlike any in the industry today.
We represent all the major carriers in the insurance industry.
We provide many solutions beyond traditional long-term care insurance including life insurance and annuties linked with LTC benefits.
Our clients have access to our comprehensive Directory of Long-Term Care Related Professionals - local resources
you and your family can utilize if you need further advice or referrals during a time of care.

Businesses & Their Owners

We believe we bring a very unique "Planning" experience to the workplace. The focus is on education not product.
Our top-down planning process puts the focus initially on the business owner and their key employees.
We have a team of over twenty certified LTC Specialists with the ability to engage in a high-touch individual consultations.
We offer and implement call center and web-based solutions.

Financial Services Professionals

Our internal sales desk and external wholesale support and resources are second to none in the insdustry.
Unparrelled expertise with both managing partners having over 18 years of industry experience.
We offer several turn-key training and presentation solutions for your clients.
We will spreadsheet all the top carriers in the marketplace today.

Our Alternative Solutions Division will prepare you to present all the possible solutions to your clients.
Our Strategic Alliance Model has been embraced by many advisors looking to do joint work with specialists in the LTC Planning.
We offer several agency wholesale solutions and packages.

Core Carriers We Represent








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