People have many options when choosing who to work with to accomplish their long term care insurance planning needs. What makes us unique is our approach to the long term care insurance planning process. The planning needs of each individual are different. In our experience no two cases are alike.
The first steps we took when developing our firm was to align ourselves with as many long term care insurance companies as possible. Our goal when taking this step was to make sure we were able to offer you the best priced policy. Every long term care insurance quote we provide has been vetted through all of our carriers to make sure you receive the long term care insurance policy you want at the most affordable price.
The second step we implemented was to educate our advisors on the long term care insurance planning process, along with the different benefits each policy has to offer. In some cases people know exactly what type of policy they want. In those situations our advisors can provide you with a proposal by phone, email, or mail. But, there are certain scenarios where individuals aren’t entirely sure of what type of policy or benefits they need from their policy. In those cases our professionally trained advisors are equipped to ask the right questions and make suggestions when needed.
Once the decision has been made to purchase long term care insurance we work with you and the chosen insurance company to expedite the process. This is accomplished by working with the carrier to ensure they receive all of the information they need to make a quick decision. And, by keeping you apprised of where we are at in the process.
Because in most cases we work with our clients by phone and email we are able to operate much more efficiently than others. We are able to work closely with carriers and be accessible to you throughout the day. This offers us more time to know what is going on at all times in the marketplace, and make recommendations at a moment’s notice. As with most things in life communication is key to this process.