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Our Marketing Strategy:
The inception and premise of our company evolved from
the prevailing conditions in today's long-term care market. As a result, Long Term Care Planning Advisors
is positioned to market and sell long-term care (LTC) policies as an industry "specialist" and expert in the field.
Unlike most agents in the insurance industry, or in financial planning, who may sell long term care as a
component of their overall product portfolio, our company is focused and devoted to selling long-term
care insurance (LTCI) on an exclusive basis in the market. Given the complexities of the product, changing tax laws,
Medicaid phase-outs, and the underwriting process, our approach is to position the company as LTCI
specialists with extensive industry knowledge and expertise.
Our Value:
How can we provide a benefit to you? We realize that
your financial goals and priorities can change with unforeseen life events. That's why having a plan in place to
protect your family and retirement portfolio with insurance should be a part of your overall estate and retirement planning.
Whether you are an individual, couple or family, we provide recommendations to help you maintain control of your assets, income
and retirement portfolio. We are sensitive to the issues and understand we have a responsibility to establish the proper
plan based on the unique circumstances of each individual client. From a financial point of view, long-term care insurance
(LTCI) allows your retirement plan to remain intact. We believe in conducting an objective needs evaluation and
understand our responsibility to develop the appropriate plan based on your total financial situation.
Ultimately, our methodology is to develop a plan that is in the best interest of our clients and, if appropriate, encourage
them to seek counsel of other professional disciplines in concert with establishing a long-term care plan. We are
proud of our past successes, and will continue to strive into the future.
Our Philosophy:
As long-term care specialists, we pride ourselves on
understanding the problems, challenges and opportunities in the long-term care industry today. Due to the complexities
of long-term care, we are committed to staying on top with the latest industry developments, changing tax laws, Medicaid phase-outs
and underwriting guidelines. Our company is dedicated to the pursuit of excellence and strives to achieve this
principle in all of our services. Our clients are our greatest asset, and we are dedicated to serving your needs.
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