Webinar Replay

 


Here are a few easy ways to continue the conversation:

Ask Questions in the Facebook Community

If a question wasn’t addressed during the webinar or if something comes up as you watch the replay, we encourage you to join our Facebook group. It’s a great place to ask questions, share experiences, and get feedback from other LTCi specialists.

👉 Ask the Long Term Care Insurance Specialists


Group Sales Tool Demo

These tools are typically available only to Buddy System members, but we've unlocked them here so you can try them out before the webinar.

Start with Product Buddy to identify the right group LTC solution then use Quick Quote to see real pricing and help your client make a decision.


Step 1- Group Product Buddy

Product Buddy is the first step in the Buddy group sales process. This tool can help you identify a viable product option for your specific group. Just enter your group's information below and Product Buddy will suggest a suitable solution.

Available Options

Case Highlights

Disclaimer: This sample is intended to help inform and educate and shows example rates and potential benefits for the selected conditions. Please refer to the enrollment system for final rates and underwriting eligibility. This is not an offer of coverage.

Step 2 - Group Quick Quote

This is where you get to dive into some numbers, and who doesn't love numbers? Select your product, input some additional information and voila! You have a quick quote that will help your client make the right decision for their organization. 

Planning Assumptions
Initial Monthly Benefit
Guaranteed Issue (no health questions)
LTCI Cost & Benefit Analysis
$109
Monthly
Premium
$109
Total Paid Premiums
11.4x
Insurance Multiplier
$4,000
Monthly
LTC Benefit
$300,000
Max LTC Benefit
Disclaimer :

This sample is intended to help inform and educate and shows example rates and potential benefits for the selected conditions. Please refer to the enrollment system for final rates and underwriting eligibility. This is not an offer of coverage.

1. Access Long Term Care and Life Insurance Benefits

Receive 4% per month as a reduction of your initial Life Insurance coverage over 25 months. Then get an additional 4% per month for another 25 months of LTC coverage for a total of 50 months. This means you can receive up to 2 times your Life Insurance amount for your LTC benefit.

Receive 4% per month as a reduction of your initial Life Insurance coverage over 25 months. Then get an additional 4% per month for another 25 months of LTC coverage for a total of 50 months. This means you can receive up to 2 times your Life Insurance amount for your LTC benefit.

If you buy
$100k
Coverage
and you need long-term care
You receive 6%
$4k/month
Up To
$50k
LTC

2. Make The Most of Your Life Insurance

Don't need long term care during your lifetime? The death benefit is still available to your beneficiaries. While the policy is in force, the death benefit is guaranteed through the age of 121.

If you buy
$100k
Coverage
and you don't need long-term care
Beneficiaries still receive
$100k
Death Benefit

Step 3 - Group Quote Request

Once you have identified your product, use this form to provide us with your group information, submit a census, and get a carrier proposal. 


Want Ongoing Access to These Tools?

The tools you see here along with similar tools for individual LTC planning are part of the Buddy System Specialist Membership.

Inside the Buddy System, members get access to:

  • Individual/Group Product Buddy
  • Individual/Group Quick Quote
  • Group Census Quote Tool
  • Individual/Group Product Guides
  • AI Advisor
  • Marketing Resources & Playbooks
  • And much more!

Try it free for 30 days. Sign up for a Specialist Membership trial and get full access to all of these tools.

 

 

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BuddyIns Insurance Services | 4047 Meadow Lark Drive, Calabasas, CA 91302. CA Lic. #0M72219, 6000880

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