Services – LTC Partner Pro

A Complete LTC Partnership

We provide comprehensive, end-to-end support for every step of the long-term care planning process. Our suite of services is designed to seamlessly integrate with your practice, allowing you to deliver unparalleled value to your clients.

A Zero-Cost Partnership

There is no charge for advisors or their clients to work with LTC Partner Pro. Our compensation comes directly from the insurance carriers if a policy is placed, allowing us to provide our expert guidance, tools, and support as a valuable extension of your practice at no cost to you or your clients.

Comprehensive Needs Analysis & Case Design

We work as an extension of your team to thoroughly analyze your client’s LTC needs, including their health, personal goals, and preferences for future care. This collaborative approach allows us to design a tailored LTC strategy that aligns with their financial plan without requiring you to share detailed financial data.

Customized Solutions

We never use a one-size-fits-all approach.

Collaborative Process

You can share high-level client priorities or let us handle the analysis.

Holistic Alignment

Ensures the LTC plan supports the client’s broader financial and retirement goals.

Unbiased Product & Underwriting Expertise

Access the full marketplace of traditional, hybrid, short-term care, and LTC-focused annuities. We help you evaluate all options objectively to find the best fit. Our pre-screening process identifies the most likely approved insurance options to reduce frustrating declines.

Full Market Access

We work with all independent carriers and a wide range of product types.

Objective Evaluation

We help you weigh the pros and cons of each option.

Pre-Qualification Process

Reduces the risk of a declined application.

Application & Policy Management

We handle 100% of the application, underwriting, and policy delivery process.
From start to finish, we manage the details and communication so you can stay focused on your practice.

End-to-End Management

We handle all administrative tasks.

Client Communication

We'll collaborate in whatever way works best for you, including meeting with you and your client together, working directly with the client on your behalf, or providing you with the information to handle the client relationship on your own.

Seamless Integration

Your client's plan is delivered efficiently and without hassle.

Ongoing Education & Support

We believe that education is a powerful tool for your practice and your clients. We provide the resources and knowledge you need to stay current and confident in your LTC planning conversations.

Customizable Educational Materials

Co-branded resources to share with your clients.

Webinar Library

On-demand training and educational content.

Dedicated Support

We're always here to answer your questions and provide assistance.

Revenue Sharing

If your business model includes earning commissions, we can manage revenue sharing for both first-year and renewal commissions. Our streamlined process ensures a smooth and compliant experience.

Efficient Management

We handle all the administrative details.

Licensing Support

We'll guide you through the necessary state licensing and carrier appointment process.

Ready to simplify your clients' long-term care planning?

Discovery Call