There’s a smart strategy to help your clients get the protection they need, without incurring tax penalties or risking legacy planning.

Asset Based LTCi is designed to help protect your clients’ assets by using the safety of whole Life Insurance.

While the conversation is not exactly an easy one to have, a discussion of Long-Term Care planning with loved ones is something that should not be put off.

This opportunity allows you to approach any type of small business because you are able to offer a money saving solution.

Don’t let the topic of long-term care intimidate you out of a potential sale.

With November being Long-Term Care Insurance (LTCi) Awareness Month – it’s time to make sure you have a plan in place to discuss possible options with your clients.

A Controlled Executive Bonus Plan is an agreement between an employer and its key employee(s) to provide a death benefit, supplemental income, and now includes long-term care benefits.

Four potential client profiles for Asset Based LTCi.

Identifying your clients’ top priority and primary concern will help you implement the right strategy and solution to plan for their long-term care needs.

Explain how LTCI will help protect their retirement funds and close the sale with these simple conversation pointers.