Help for financial advisors | long term care expense planning

Gurley LTCI works with financial advisers across the United States. The financial advisors we support work hard to achieve their clients’ financial goals. They realize that safeguarding wealth through long-term care expense planning is important to do. Whether fee-based or fee only, comprehensive planner or portfolio manager, mortgage or insurance broker, attorney or CPA, our model is flexible and can support your business needs.

We’ll consult with you if you want to become an expert in this area or we’ll manage the entire process for you as a trusted business alliance.

Gurley LTCI represents only top-rated insurance carriers and assists clients with the full spectrum of long-term care insurance solutions in the market today. These include traditional pool-of-funds products and hybrids which are life insurance and annuity based products.

Our associates hold the CLTC, Certification in Long-Term Care, designation and focus exclusively on long-term care expense planning. We meet with clients privately either face-to-face or via webinar and teleconference. Today’s technology enables us to securely and efficiently exchange information, streamlining the planning process for clients.

Our three-step process – 1) gather information, 2) educate and make recommendations and 3) complete application if appropriate – simplifies the process for advisors and their clients.

Many clients are business owners and part of our process is to assess whether an individual, multi-life or group product is the optimal solution. Programs designed for businesses can be structured in a number of ways and may afford attractive tax advantages for the business owner or corporate entity.

Gurley LTCI associates don’t leave anything to chance. Here is a list of our services:

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