health history | wealth | asset allocation

At Gurley LTCI we use a three-step process to simplify long-term care expense planning for our clients. First, we gather information about your health, wealth, asset allocation and financial goals. This helps us understand if insurance is appropriate for you, carrier and product recommendations, appropriate plan and premium, and potentially funding strategy. This takes about 30 minutes.

The second step is all about education. We want you to be informed about the issues surrounding this care and about the insurance solution that we recommend. This takes about an hour.

The third step is completing the application. We’ll pre-fill a lot of the information for you. The information that you will need to complete will take about an hour.

We recommend that clients approach long-term care expense planning as a 60-day project. That’s a good timeline to understand the issues and options, review the recommendation and make a decision.

When you are ready to commit to a 60-day project, go to the Contact Us page and complete the information form. We’ll call you within two business days to start the process.