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The long-term care planning landscape is full of complex rules, strategies, and situations that require more than surface-level understanding. Download our white papers and immerse yourself in the long-term care planning topics that matter to you. We invite you to schedule a discovery call with our team if you’d like to discuss these topics in more detail.
7 Steps to Find Long-Term Care Insurance Clients
Identifying and attracting long-term care insurance clients requires a strategic approach. Learn about seven actionable steps you can take to find LTCI clients, including targeting specific demographics, leveraging digital marketing, building referral networks, and educating potential clients.
State-Mandated Long-Term Care Insurance Programs
Since the Washington Cares Act passed in 2021, other states are looking to follow suit with their own public long-term care insurance programs. Download this comprehensive white paper and learn what to expect in the coming years across the country.
How to Handle Non-Compliant Annuities in Medicaid Planning
An existing annuity can spell trouble for your client, but it doesn’t have to derail their crisis plan. Learn how both tax-deferred and immediate annuities are treated for Medicaid purposes, and discover how you can help clients deal with non-compliant annuities while accelerating their eligibility for benefits.
Qualified Income Trusts and Crisis Planning
A Qualified Income Trust (QIT), also known as a Miller Trust, is an irrevocable, income-only trust that holds the income of a Medicaid recipient and disburses funds for allowable expenses. Download this in-depth white paper to learn how QITs fit in the crisis planning process and when to establish one for your client.
An Introduction to Medicaid Compliant Annuities
Delve into the Medicaid Compliant Annuity (MCA), a revolutionary spend-down tool designed to accelerate your client’s eligibility for Medicaid and protect their hard-earned assets. With this comprehensive white paper, you’ll learn how to use this innovative product to enhance your business and help more senior clients get the benefits they deserve.
An Agent’s Guide to Digital Marketing
Digital marketing is an essential piece of any marketing strategy, especially for insurance agents and financial advisors who are looking to enhance their business. Find out how you can cultivate an online presence, take advantage of SEO and content creation, engage on social media, and utilize digital advertising to win new customers and connect with existing clients.
Navigating Medicaid Compliant Annuity Carrier Options
When working with specialized products, such as Medicaid Compliant Annuities (MCAs), choosing the right insurance carrier can make a big impact on your client’s Medicaid eligibility. You’ll want to consider a variety of factors, including carrier ratings, product features, and company attributes, when selecting a carrier for your client’s case.
Improved Techniques for Approaching Elder Law Attorneys
In this paper, you’ll uncover the key reasons why elder law attorneys are important to successful long-term care planning and methods for forming a quality partnership in your area. Uncover the tried-and-true strategies agents and advisors like you have used to meet and build relationships with elder law and estate planning attorneys.
How to Get Referrals in the Nursing Home
Although many agents have multiple outlets to find referrals, one especially beneficial group for those in the elder care industry is nursing home employees. Learn how Medicaid Compliant Annuities and other specialized products can help you form strategic partnerships with local nursing homes to grow your client base.
An Introduction to Funeral Expense Trusts
As an agent, you are in an excellent position to help clients take the right steps toward safeguarding their financial future. And that includes setting aside funds for their funeral expenses. Learn how this simple add-on product helps clients plan for their end-of-life expenses and how it can boost your revenue.
