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.
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The CLTC-WealthSecure System
1. A new marketing and software system to engage clients in a serious conversation about extended health care costs
2. 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… - 1 -
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4. 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?… - 3 -
5. 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 M any people don't know that the following insurance value proposition exists… - 4 -
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8. 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. - 7 -
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12. Your Next Steps: 2. Watch the other videos next! - 11 - www.wealthsecure.com Products Section
13. Your Next Steps: 3. License the system by clicking any “Buy Now” link on our website! - 12 - eLearning Courses and Video Library Online Manuals Helpful Forms and Articles LTC Impact & Funding Program
14. - 13 - Contact Tasha Mayberry at 800.334.6447 Email: [email_address] Should you need assistance or have questions!