How We Work

OUR GOAL IS TO TAKE THE ISSUE OF LONG-TERM CARE OFF YOUR HANDS WHILE MAKING YOU LOOK GOOD TO YOUR CLIENTS

 Your clients count on you to guide them to professionals who are experts in the specific area they need assistance with- professionals who will treat them with the same high standards as you do. We respect your clients and offer them a level of professionalism rarely encountered with insurance agents. We also respect you and the relationship you have developed with your client.

We work at gaining and maintaining your respect by the following:

  • We always strive to make YOU look good for offering your clients this exclusive service
  • Questions about other financial or insurance products are always deferred back to you
  • We will keep you informed on the status of our work with your client

We  work with your clients in the manner that is most comfortable for them. Some of your clients may need several phone consultations before they feel comfortable making a decision. Others may only need a one time online illustration to get to the same point. 

Our approach is ALWAYS  educational and consultative. One thing  you can always be sure of is your clients never receiving a “sales pitch” followed by pressure to buy insurance.

For a description of the different service levels we offer, go to Services.

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