Roberto Anaya’s Post

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.

This perfectly sums up the idea of a Linked Benefit solution to address future LTC costs. For example, a 50 year old male who puts $10,000/year for 10 years into a Linked Benefit plan will create a GUARANTEED pool for LTC of over $1,600,000 at the average age of claim. Let that sink in... #Leverage #16x

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.

Underwriting Long Term Care can be interesting which is why we have our LTC Preview Resource. This is a secure email that goes to your client's email and they can complete their medical history at their convenience. WHY WOULD YOU DO THIS???? WELL...... The more we know upfront, the better we can quote a price and design a plan that will get issued. Get it right, right from the start!

Long Term Care might not be the most exciting topic, but it's a smart one to think about now. It's like ensuring your future comfort, while also preserving that peace of mind we all deserve. So, let's have a chat about your LTC game plan! ☕📊🌟  #PlanningForFutureYou #LTCwisdom"

Our LTC claims professionals are well-versed in handling rate increases and utilize our proprietary rate increase engine for fast delivery. With our process, rate increases are typically implemented within two weeks of receiving state approval. Trust us to help you navigate any rate increase challenges. Click here to learn more: https://lnkd.in/gYJKv2U3 #longtermcare #claimsprocessing #rateincreases

I use this daily when talking to advisors and clients about linked benefit strategies for LTC planning... Example: Mr. Client, if you repurpose $100k into this linked benefit solution it will guarantee that you have a LTC pool of over $1.4 million when you're like to need it at average age of claim. #Leverage

LAST CHANCE TO REGISTER: 𝗛𝗮𝘃𝗲 𝗟𝗧𝗖 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀 𝘁𝗵𝗮𝘁 𝗖𝗼𝗻𝘃𝗲𝗿𝘁 👉🏽https://loom.ly/x_u9rfQ Just in time for the holidays & family LTC chats, join us to get the inside scoop on what to say — and what NOT to say. Learn alternative ideas that may lead to sales & how to work around denial. Nearly 70% of your clients will need LTC, but no one really *wants* to talk about it. In fact, nearly 30% of people haven't discussed LTC with anyone! Use our techniques to pinpoint prospects and tailor your conversations for the best outcomes. #LTC #longtermcare #retirementplanning

Advisor: What concepts or ideas are other CFN advisors having success with this year? 1. Legacy/Estate Planning Conversations 2. LTC Planning Using Linked Benefit Solutions 3. 1035 Exchanges and Policy Reviews

Exciting New Updates Within LTC Ally's Dashboard Our latest update brings you five essential reports within the RCM Module – from aging balances to percentage collected, all fully interactive and available on demand. Drive success with LTC Ally! #RCMRevolution #DataDrivenSuccess #LTCAllyUpdate