With many clients experiencing significant investment portfolio losses, it is more critical than ever that they address potential long-term care expenses with one of our many solutions. An LTC claim in the current environment eliminates the opportunity for portfolio recovery, and these care expenses can further devastate their retirement and legacy planning as well as assets under management.
Many of these are now available with e-application submission, so you don’t have to worry about a client meeting or sending forms through the mail. In addition, these are done without exams, so no need for an examiner to visit.
Our team is available to assist with case design and also with joint conference calls with you and your client as needed. Take advantage of our experience with Long Term Care and the Hybrid/Linked market to address your clients’ planning needs NOW.
With clients at home and “social distancing”, now is the time to help them address critical planning needs that may have been delayed. Talk to our Case Design Team for assistance.
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