Philosophy & Approach

Philosophy & Approach

Philosophy & Approach


Teach agents the keys to success and how to start the LTC conversation

3 Premises we operate by

1. Clients should protect their family and financial plan with LTC
2. Some coverage is better than no coverage at all
3. Clients should only purchase what they can afford

Guide clients through the sale – 3 Key Agreements

Learn the 3 key agreements that help every client understand the importance of LTC coverage as well as what coverage is right for them.

Each client is unique

We help guide you to the right solutions for your clients that is designed for them to provide great coverage without over insuring.

How we support agents


Expert underwriting assistance

Case design

Submission assistance

Case management

Marketing & sales materials

Sales support

Referral support