LTC is Complicated. These Tools are Easy.
You use digital tools to find a ride, communicate with your kids or even order a cup of coffee. And you can use technology to simplify one of the most complex issues you and your clients will ever face.
You may have heard about these two new tools for long-term care planning. You may have tried them out. But are you using them to their fullest potential?
- LTC PreView: An underwriting pre-screening questionnaire that you can send directly to your clients. You’ll not only avoid any potentially awkward conversations, but you’ll also ensure you have the right product quoted at the right price, right from the start.
- LTC Discussion Tool: Walk your clients through the LTC conversation, step by step. This tool will make the conversation easier for everyone and help you document your clients’ goals and wishes.
It may not be as easy as ordering coffee, but it’s pretty simple. Join us for a live demonstration to see how these tools work and how they can improve your workflow.
About the Speaker
|Chad Eyrich is an LTC maestro. He not only helps educate advisors and their clients on the importance of care planning, but he also orchestrates a smooth application process from start to finish. He leads Ash's LTC sales team and travels through the United States to present educational seminars on care planning, funding options and alternatives to traditional LTC insurance.
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