FINANCIAL ADVISORS – WORKING TOGETHER
Protecting Your Clients’ Financial Futures
Partner with Gurley LTCI to safeguard your clients’ financial plans. Let us guide you through comprehensive long-term care solutions and protect their assets and income today.
FINANCIAL ADVISORS – WORKING TOGETHER
Protecting Your Clients’ Financial Futures
Partner with Gurley LTCI to safeguard your clients’ financial plans. Let us guide you through comprehensive long-term care solutions and protect their assets and income today.
Empowering Financial Advisors with Customized LTCI Solutions
We know you work hard to achieve your clients’ financial and estate planning goals. We also know that having a plan for long-term care is a critical component of financial planning today.
Our flexible model can support your business needs whether you are fee-based or fee-only, a comprehensive planner or portfolio manager, a mortgage or insurance broker, attorney or CPA.
We will consult with you if you want to become an expert in this area, or we will manage the entire process for you as a trusted partner so that you do not have to be the expert.
We look at health, wealth, asset location and financial goals to recommend prudent long-term care solutions.
Empowering Financial Advisors with Customized LTCI Solutions
We know you work hard to achieve your clients’ financial and estate planning goals. We also know that having a plan for long-term care is a critical component of financial planning today.
Our flexible model can support your business needs whether you are fee-based or fee-only, a comprehensive planner or portfolio manager, a mortgage or insurance broker, attorney or CPA.
We will consult with you if you want to become an expert in this area, or we will manage the entire process for you as a trusted partner so that you do not have to be the expert.
We look at health, wealth, asset location and financial goals to recommend prudent long-term care solutions.
We represent only top-rated carriers.
You get the best options for your unique situation.
Additional Information
Funding Solutions: In addition to top-rated insurance carriers, we also represent companies offering funding solutions for clients who are no longer insurable due to age or health history. These strategies include a long-term care benefit plan and home care membership service.
We suggest you consider two things as you explore insurance as a funding option for long-term care.
- How much of the potential expense do your clients need to offset with insurance?
- What is a comfortably affordable premium that is in concert with your client’s financial plan?
We then work to align these factors for you.
Five-Step Planning Process: We also recommend a five-step expense planning process to work through long-term care expense planning efficiently. Click here to learn more.
