For Advisors - Long Term Care Insurance for your clients
The long term care insurance sales process takes a long time. Let us do this for you!
We partner with Financial Advisors who are busy servicing clients on investments and financial plans, and…
· Are not current on all insurance products to fully implement the plan, nor interested in doing so.
· Are not insurance licensed, not offering insurance, but need a resource for clients.
· Are licensed to sell long term care insurance; but would prefer to outsource.
· Need Long Term Care Insurance CE Credits, but are too busy, so would prefer to outsource.
Focus on what you do best and partner with an insurance specialist who can educate, and assist implementing client’s financial plan and then service the policies.
We reduce the time to:
· Educate clients on long term care options
· Stay knowledgeable about long term care products
· Efficiently develop a plan, including the application process and servicing policies in the future.
Your clients remain your clients, and Baygroup only assists with the products you request.
· It’s up to you as to how involved in the process you are.
· We can take over after an introduction and update you along the way OR when policy is placed.
· Baygroup Insurance continues to service clients after they purchase a policy, communicating with you along the way.
Baygroup Insurance can also provide education to you and your team about insurance. Contact us