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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.
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.