WealthSecure
WealthSecure - Advisors to the Financial Professional
 

The Acclaimed Long Term Care Insurance
Software and Marketing System

The CLTC-WealthSecure System is designed for seasoned professionals, those looking to expand their long term care insurance (LTCI) business and financial advisors who want to ensure their client's financial plan is not destroyed by the high costs of extended health care. Regardless of experience, it allows you to open up an entirely new market for the product by appealing to the affluent, their businesses, and professional partnerships.

The CLTC-WealthSecure System positions LTCI as a financial transaction that preserves your clients' sophisticated tax, estate, retirement and succession plans. The System gives you the tools and skill set you need to present a compelling case for the product to both clients and their advisors.


A consultative approach!


The System details the impact of extended health care costs on a client's income and assets and then presents two funding options: Self-insuring the risk and the serious consequences of doing so versus transferring that risk to an insurance carrier. The client and his (or her) advisor are then left to make their own decision.

The System positions you as an authority on the subject of long term care financing and will help you attract new clients and diversify your business.

Click here to view details on the System!

LTC Impact Program LTC Funding Program Personalized Reports

 

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To Learn More

We license the CLTC-WealthSecure System to individuals or on a joint venture basis with agencies and insurance companies.

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Introductory Video


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Harley Gordon, Esq. is a founding member of the National Academy of Elder Law Attorneys and his views on the consequences of long term health care have been featured on the CBS Evening News, The Today Show, CNN and the Wall Street Journal. He is also the creator of the Certified in Long Term Care (CLTC) program, the country's first designation focused on training financial service professionals on how to create long term care plans for their clients. Mr. Gordon's website is www.ltc-cltc.com .

Philip Davis is a nationally acknowledged expert in the area of executive compensation plans, a Life Member of the Million Dollar Roundtable, and a 17- year qualifier of its prestigious Top of the Table. As founder and President of CCP, WealthSecure's parent company, he has designed and implemented insurance programs for the country's most prestigious corporations and law firms. CCP's website is www.corpcompinc.com .

 

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