What is WealthSecure?
- A System that creates a compelling tax and estate analysis for the purchase of long term care insurance.
- A revenue boosting tool for tax, insurance and financial planning professionals.
- A method that simplifies and facilitates the sale of long term care insurance to the affluent, their corporations, their professional partnerships and medical faculty practice insurance plans.
The WealthSecure System:
- Quantifies the financial consequences of paying for extended care costs...
- and then positions LTCi, not as an emotional sale, but as a compelling tax and estate advantaged financial transaction.
What do you get from WealthSecure?
- Illustrations that overcome stalls and objections.
- Methods to quantify the financial consequences of LTC.
- Demonstrations of the WealthSecure value proposition: If you need long term care, the insurance company will pay the costs. If you never need long term care, the insurance company refunds 100% of the premiums paid.
What tools are included in WealthSecure?
- Proven sales presentations
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What do your clients get from WealthSecure?
- Asset Depletion Analysis
- Wealth Conservation Report
- C- Corp Report
- Sub-S Corporation Report
- Partnership/LLC Report
- Sole Proprietor Report
- Individual/Spouse Report
- Wealth Transfer Strategies
WealthSecure Solutions
- Tools to help reach an untapped market - one that is located within your own database or rolodex.
- Solve the problem of the devastating consequences from being disabled before retirement or needing extended care during retirement.
- Successful communication and enrollment of employer sponsored long term care insurance offerings.
WealthSecure Mobile
- WealthSecure strategies at your fingertips on a pre-configured laptop
- Fully-loaded WealthSecure Software
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