Long-Term Care Planning Toolkit
Turns Existing Clients Into New Revenue
The LTC Toolkit helps advisors uncover long-term care opportunities already sitting in their book, often using non-qualified annuities and the Pension Protection Act to create tax-efficient solutions without prospecting for new clients.
Simplifies a Complex Conversation
Long-term care is emotional and complicated. The Toolkit provides structured talking points, visuals, and education that make the discussion easy, compliant, and client-friendly, so advisors don’t avoid the conversation.
Designed to Help You Close
This isn’t just education. The Toolkit is built to move clients to action with real-world scenarios, cost comparisons, and planning logic that create urgency and lead naturally to implementation.
Long-Term Care Planning Toolkit
Since
1965
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