Use the LTCi Cost and Benefit Analyzer to get immediate clear, customized, meaningful, numeric value propositions without even calling us. With this proprietary iPad-app-type tool, your clients can, in 15-20 minutes, make a final, informed and well-documented decision about whether to buy LTCi.

LTCi Cost & Benefit Analyzer (Click the link to access the software.)
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As explained in our WebExes about this tool (first Thursday of each month) and in the User Guide below, it provides pinpoint value propositions for:

  • Buying now vs. buying later vs. self-insuring.
  • 3-year vs. 5-year vs. 10-year benefit periods.
  • Shared Care vs. independent policies
  • Choosing benefit period, elimination period, maximum monthly benefit.

When our similar Excel spreadsheet, the “LTCi Sales Generator” has been presented to financial advisors, 98% of the financial advisors say they want to use it with clients and 93% to 99% agree that they like being able to use it immediately.  The appreciate having a track to follow and say that it will save them time with clients who buy and with clients who don’t buy.  They anticipate an average of more than 9 additional LTCi sales per year.  (See attached survey, including specific comments.)

Using our tool can avoid protracted, repeat conversations with clients about LTCi. See the User Guide for more information.