Some have taken our multi-life (group) long-term care insurance message to heart and we greatly appreciate all of the proposal [...]
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Category Archives: Case Studies
Is It Time For A Check-Up? Give Your Clients The Boost That They May Need!
October 26, 2007 – 2:35 am
There is a pervasive attitude shared by many agents about the long-term care insurance policies that they are trying to [...]
A Simple Question That Creates The Best Solution
October 18, 2007 – 10:38 am
A very successful financial planner in the San Diego area, that we have the pleasure of working with, starts the conversation about [...]
Describe The Risk & They Will Buy
October 10, 2007 – 9:23 am
Why do people purchase insurance of any kind’ Could it be because they perceive a risk to themselves or someone [...]
Something About Mary
October 3, 2007 – 12:17 am
Mary (not her real name) called me last Thursday. She was referred by Genworth because her agent is no longer in [...]
Putting LTCi Tax Deductibility for S-Corp Owners & the Self-Employed Into Right Perspective
October 1, 2007 – 9:33 am
Thursday I had lunch with one of the ‘Old Lions’ of the life insurance industry here in the Greater Los [...]
When Will Consumers Finally Get It?
September 24, 2007 – 1:22 am
My friend Bill Robinson sent me a link to a New York Times article that should have been entitled Another Reason [...]
Thinking Through the Value of Employee Benefits?
September 10, 2007 – 7:56 am
I am an employer just like many of you and your clients. I understand as well as anyone the impact of [...]
When Pigs Can Fly!
August 27, 2007 – 1:52 pm
If someone were to tell you that long-term care insurance was less expensive than dental coverage you might have responded [...]
A Cautionary Tale For Agents & Consumers
August 27, 2007 – 8:56 am
The trend towards long-term care insurance product standardization and simplification may have taken a ‘hit’ recently. Without naming names let [...]