What We DoLTC Professional Partnerships provides CPAs, brokers, investment advisors, life insurance, and health insurance professionals an opportunity to develop a "Professional Partnership" that allows them to offer long term care insurance to their clients through a referral relationship program with a certified long term care insurance specialist while receiving fair compensation. Why We Do ItWhile many professionals understand and have concerns about the threat of long term care costs and Medicaid spend-down to their ultimate goal for their clients, asset preservation, they simply don't have the time to do it all. As a result, their clients go unprotected and risk turns into reality. What We OfferReferral relationships allow financial and insurance professionals to:
Our PhilosphyWe believe that working in professional partnerships and establishing a firm referral program ultimately leads to a stable working environment that inter-connectively benefits all three parties involved; you, your client, and us. In other words, it lends a sense of community and naturally fosters professionalism, consistency, and accountability. This also affords us the extra time needed for 5-Star Service as we are not taking time to pursue other marketing ideas or industries. |
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