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  Should CPAs Offer Long Term  Care Insurance?

  How to Sell LTCI to the Affluent

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What is CLTC-WealthSecure?

  • A web-based proprietary program that gives you the tools you need to quickly overcome the three classic objections professionals face when trying to sell long term care insurance to the very wealthy:

    1. "I can self-insure the cost of long term care."

    2. "What if I never use long term care insurance?"

    3. "My advisors tell me I don't need long term care insurance."

  • A revenue boosting tool for tax, insurance and financial planning professionals.

  • A method that simplifies and facilitates the sale of long term care insurance to the affluent, their corporations, their professional partnerships and medical faculty practice insurance plans.

The WealthSecure System:

  • Component #1 - The LTC Impact Program

  • Component #2 - The LTC Funding Program

What do you get from WealthSecure?

  • LTC Impact Program software

  • LTC Funding Program software

  • Access to website rich with legal/tax and sales/marketing resources

  • Sales concepts by Phil Davis, a 17-year qualifier of the Million Dollar Round Table's

  • "Top of the Table," and Harley Gordon, the creator of the Certified in Long-Term
    Care Program

  • State-of-the-art software training manual

  • Access to LTC Impact e-learning courses

  • Access to LTC Funding e-learning courses

  • Ongoing technical support

 

 

How Does it Work?

The System is comprised of two components:

  • The LTC Impact Program takes a client's
    financial picture and integrates it into the cost
    of care at present and in the future. It compares the two funding options available: self-insurance versus transferring the risk to an insurance company. You and your client are immediately given an analysis as to how severe the financial and tax consequences would be if the client chose to self-fund the event.

    Once your client acknowledges that there is a threat, THEY will ask YOU for a solution!

  • The LTC Funding Program then gives your
    client an in-depth report of what happens if the risk of care is transferred to an insurance carrier. The analysis is then super-imposed into business settings to show the client added tax advantages.

WealthSecure Solutions

  • Tools to help reach an untapped market -
    one that is located within your own database or rolodex.

  • Solve the problem of the devastating
    consequences from being disabled before
    retirement or needing extended care during
    retirement.

  • Successful communication and enrollment
    of employer sponsored long term care
    insurance offerings.



   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
         

 
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