Trusted Advisors:

Client Pieces / Brochures

Name Description View

Smart & Affordable Ways

to Plan for LTC in the “New Economy”
A special planning guide for Kiplinger’s personal finance readers presented by the American Association for Long-Term Care Insurance. (*Hard copies available upon request) view pdf

A 3-Step Guide

to SMARTER LTC Planning
A special planning guide for Kiplinger’s personal finance readers presented by the American Association for Long-Term Care Insurance. (*Hard copies available upon request) view pdf

The Most Askded Questions

About Long-Term Care Planning
A special planning guide for Kiplinger’s personal finance readers presented by the American Association for Long-Term Care Insurance. (*Hard copies available upon request) view pdf

Fresh Perspectives

on Long-Term Care Planning
A special planning guide for Kiplinger’s personal finance readers presented by the American Association for Long-Term Care Insurance. (*Hard copies available upon request) view pdf

The Next Step

A Kiplinger workbook to help you plan ahead for Long-Term Care view pdf

4 Pillars of LTC

Consumer piece addressing the four main parts of a long-term care policy. view pdf

1 Simple Question

Consumer piece addressing the question "Does LTC pose a financial threat? view pdf

5 Reasons You Should Consider LTC

Consumer piece addressing 5 topics regarding the purchase of LTC insurance view pdf

All Plans Are Not The Same

Consumer piece addressing the basic policy functions in today's LTC policies view pdf

Why Plan Ahead for LTC?

A great introductory tool to use with potential LTC clients view pdf

Mutual of Omaha's Understanding LTCi Buyers (producers only)

In an effort to identify the right people, Mutual of Omaha initiated a research project to get into the hearts and minds of long-term care buyers. MOO wanted to know who they are, why they buy (and why they don’t) and what steps they take to educate themselves before making a buying decision. MOO also wanted to know how they feel about long-term care insurance, how much they understand about the risks they face and how they prefer to buy. web link

Genworth's Cost of Care Interactive map

Compare Cost of Care Across the United States web link

LTC Shopper's Guide

A Guide to Long-Term Care Insurance web link

Medicare Supplement Shopper's Guide

A Guide to Health Insurance for People with Medicare web link

Medicare & You

The official U.S. government
Medicare handbook.
web link