The CLTC-WealthSecure System
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2010 WealthSecure, LLC A new marketing and software system to engage clients in a serious conversation about extended health care costs The CLTC -WealthS ecure System
description
WealthSecure, an industry leader in assisting professionals build an insurance based financial strategy for the wealthy, has teamed up with Harley Gordon, Esq. and the Certified in Long-Term Care (CLTC) program to introduce the CLTC-WealthSecure System, a one-stop solution that gives you the confidence and competence to present long-term care insurance to the wealthy and their advisors.
Transcript of The CLTC-WealthSecure System
2010 WealthSecure, LLC
A new marketing and software system to engage clients in a serious conversation about
extended health care costs
The CLTC-WealthSecure System
2010 WealthSecure, LLC
What is the CLTC-WealthSecure System?
A web-based proprietary program that gives you the tools needed to quickly overcome the three classic objections professionals face when trying to sell long term care insurance to the very wealthy:
1. "I can self-insure the cost of long term care."
2. "What if I never use long term care insurance?"
3. "My advisors tell me I don't need long term care insurance."
Also…
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2010 WealthSecure, LLC
The CLTC-WealthSecure System is:
• A revenue boosting tool for tax, insurance and financial planning professionals.
• A method that simplifies and facilitates the sale of long term care insurance to the affluent, their corporations, their professional partnerships and medical faculty practice insurance plans.
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2010 WealthSecure, LLC
The Problem: The elephant in the room
The cost of long term health care - which can easily run over a million dollars – is
the elephant in the room of most financial and investment advisors.
How can this be?…
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2010 WealthSecure, LLC
The elephant in the room:How can this be?
Reason #1
Long term health care - and the insurance solutions to it - are very complex. Therefore, if the individual's advisors don't understand the solutions, the advisors are – understandably – not going to embarrass themselves talking about a subject they know little about.
Reason #2
Many people don't know that the following insurance value proposition exists…
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2010 WealthSecure, LLC
The Value Proposition
• If I need long term health care the insurance company will pay for it.
• If I don't need care the insurance company will refund 100% of my premiums to my family when I die.
• The Federal and State tax collectors can pay up to 55% of my premiums with their tax subsidies.
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2010 WealthSecure, LLC
Challenges present huge opportunities!
• There is an untapped market amongst the Affluent and their businesses with a virtually unlimited potential to pay premium.
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2010 WealthSecure, LLC
How does the System work?
The System is comprised of two components:
#1 The LTC Impact Program takes a client's financial picture and integrates it into the cost of care at present and in the future. It compares the two funding options available: self-insurance versus transferring the risk to an insurance company. You and your client are immediately given an analysis as to how severe the financial and tax consequences would be if the client chose to self-fund the event.
Once your client acknowledges that there is a threat, THEY will ask YOU for a solution!
#2 The LTC Funding Program then gives your client an in-depth report of what happens if the risk of care is transferred to an insurance carrier. The analysis is then super-imposed into business settings to show the client added tax advantages.
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2010 WealthSecure, LLC
Your System Includes:
• LTC Impact Program software
• LTC Funding Program software
• Access to website rich with legal/tax and sales/marketing resources
• Sales concepts by Phil Davis, a 17-year qualifier of the Million Dollar Round Table’s “Top of the Table,” and Harley Gordon, the creator of the Certified in Long-Term Care Program
• State-of-the-art software training manual
• Access to LTC Impact eLearning courses
• Access to LTC Funding eLearning courses
• Ongoing technical support
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2010 WealthSecure, LLC
What’s in it for you?
Once you are given the tools to reach the untapped market in your own rolodex or database, you will:
• Increase your revenues
• Diversify your business
• Attract new clients
• Solidify existing client relationships
Do you have a long term care insurance broker? Ask about working with Corporate Compensation Plans. Contact Phil Davis at 203.792.7300 or [email protected].
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2010 WealthSecure, LLC
Your Next Steps:
1. See how the system works – watch the video on home page of
www.wealthsecure.com.
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Harley Gordon
Phil Davis
LTC Impact Program Demonstration
2010 WealthSecure, LLC
Your Next Steps:
2. Watch the other videos next!
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www.wealthsecure.com
Products Section
www.wealthsecure.com
Products Section
2010 WealthSecure, LLC
Your Next Steps:
3. License the system by clicking any “Buy Now” link on our website!
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Drop Off Sheets – So your client can see what will be calculated for the process of seeing whether they need long term care insurance or not.
eLearning Courses and Video Library
Online Manuals
Helpful Forms and Articles
LTC Impact & Funding Program
2010 WealthSecure, LLC
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Contact Tasha Mayberry at 800.334.6447
Email: [email protected]
Should you need assistance or have questions!
The CLTC-WealthSecure System
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