The
Process: Let's Walk Before We Run
LTC planning
is a new experience for most of us - there's so much to learn
and grasp. Therefore, my process assures a quality experience.
STEP
1:
- Assessing Personal Goals and Concerns
- Financial Summary
- Medical Questionnaire
STEP 2:
- Education > Questions > Tools
- Policy Structure & Selection >
Benefits, Cost, Underwriting
- Tax Savings
STEP 3:
- Completing the Application and Underwriting
- Ongoing Education (Newsletter), Resources
Throughout
the Process, I will answer questions, provide questions and
I will educate you - so you can make the best possible decisions.
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