Are you having the discussion with clients about their future plans?
Too often, people fail to plan for a sudden accident or illness that could lead to costly life-style changes and long-term care (LTC) services — and seriously impact their current financial stability and jeopardize their future retirement savings.
Through our mutual efforts, your clients now have access to prepare for now and plan for certainty.
My expertise is working with individuals, couples and businesses to secure their future income from the possible effects of life-changing events. Together with wealth advisors and professional senior healthcare professionals such as elder and estate planning attorneys, bankers, CPAs, trust managers, healthcare advocates, and realtors, we can create a collaborative environment in viewing your client’s overall financial needs.
Moreover, as a Certified Long-Term Care broker (CLTC) and Long-Term Care Insurance (LTC) consultant, I am experienced in medical underwriting complexities therefore, limiting the risk of a client’s application decline for insurance coverage. My independent broker’s status allows me to research for valuable options to mitigate decline risks thus, ensuring over 95% insurance policy acceptances.
Your clients may need assistance in navigating important Health, Life, Long-Term Care & Medicare insurance tools that are designed to mitigate personal and business financial losses:
- Business Buy/Sell Agreement Funding
- Income & Debt Protection
Long-Term Care Insurance
- Extended Care Costs
- Immediate Income Funding
- Life Settlement
Asset-Based-Life Insurance with LTC riders
Medicare-Supplements and Part D (Rx)
It can be difficult and rather delicate to discuss various subjects related to aging. Help your clients preserve and secure their future income with options that could protect your clients’ financial assets today, for tomorrow.