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
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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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