Profile Your Clients for the Right LTC Solution 

Download the client profiles and match them with the best LTC solution! 

Use the profiles to identify the best solutions for your Cash-Strong, Pre-Retiree, Retired and Young Adult clients. You'll get case studies on how to: 

  • Protect from unpredictable long term care events that can be financially catastrophic to one's savings.

  • Use other financial assets to fund flexible premiums.

  • Leverage RMDs, IRA assets or Annuity Income to fund flexible premiums

  • Build annual LTC reimbursement amounts and purchase protection at a younger age for lower costs. 

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