The Long-Term Care Experts for CFP®S and Investment Advisors
Empower your practice with expert LTC solutions. We help financial advisors like you confidently protect client retirement plans and deepen relationships without adding to your workload.
Our Promise
Independent
We provide unbiased solutions from the entire LTC marketplace, not just one carrier.
Knowledgeable
Our deep expertise simplifies complex products and strategies for you and your clients.
Professional
We are your dedicated, HIPAA-compliant partner, committed to your success and client confidentiality.
Key Advisor Benefits
Deepen Client Relationships
Strengthen client trust and loyalty by proactively addressing their future care needs.
Unbiased Expertise
We give you access to the full spectrum of LTC products traditional, hybrid, short-term-care and LTC-annuities to find the right fit for your client.
Protect Your Client's Future
We provide tailored solutions to shield retirement portfolios from the high cost of care.
Your Dedicated Back-Office Partner
We never compete for your client's business, allowing you to strengthen your relationships with a trusted resource.
Partner With Us
The risk of long-term care needs is real and can devastate a well-planned retirement. But for many financial professionals, discussing and planning for it can feel overwhelming. Complex products, changing regulations, and client sensitivities can make it difficult to know where to start. This is where we come in.
We are your trusted LTC specialists, working as a seamless extension of your team. Our partnership allows you to confidently serve your clients’ long-term care needs without a steep learning curve or added workload.
The LTC Partner Pro Advantage:
For Your Clients:
- Protects retirement savings.
- Preserves independence and dignity.
- Reduces the financial and emotional burden on family members.
For Your Practice:
- Expands your value proposition and expertise.
- Strengthens client relationships.
- Protects your AUM.
A Complete LTC Partnership
Comprehensive Needs Analysis & Case Design
Unbiased Product & Underwriting Expertise
Application & Policy Management
Ongoing Education & Support
Revenue Sharing
Advisor Resources
- LTC Quick Facts (downloadable PDF)
- Client Conversation Starters
- Product Comparison Guides
- Myths vs Reality
- What is my Fiduciary Responsibility?
Let’s Connect
We’d love to explore how LTC Partner Pro can support your practice.