Philosophy & Approach
Philosophy & Approach
Training
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
Training
Expert underwriting assistance
Case design
Submission assistance
Case management
Marketing & sales materials
Sales support
Referral support
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BRAD DOEInvestor
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KATE DOEManager