Unsurpassed Leadership & Support

We offer pre and post sale support that other brokerages do not. We’ve been in your shoes, so we know how difficult it can be to incorporate LTCI into your business. That’s why we have created tools to help you find and approach more prospects in your current book of business. And since we know that LTCI can be a hard sell, we work hard to help you keep that business on the books!

We are the only brokerage in the country that has staff dedicated solely to post-issue policy servicing. We have been told by our insurance carriers that we have the lowest lapse rates in the country.



Pre-Sale Guidance One-on-One Sales Support 12 Month Consumer Marketing Campaign Partnership Training (4 & 8 Hour) Prospecting Support Monthly Sales & Product Training Appointment/Licensing Support Consumer Awareness Initiatives      - Articles      - Radio ads on Twin Cities News Talk &        WCCO      - 3 in 4 Need More Campaign

Sales Support 24/7 Access to our Online Agent Toolkit Proven 7 Step Sales Process Policy Design & Quotes Competitive Analysis Shepherding Through Underwriting Process Case Status Web Portal

Post Sale - Policy Service Support We work hard to make sure that the business you write remains on the books! Policy Review Support Claims Support Rate Increase Retention Tools




Strength in our Partnerships Teaming with Newman Long Term Care means getting exclusive access to resources only available through our affiliations. National LTC Network LIFE Foundation 3 in 4 Need More Events with national LTCI experts: Olympian Wendy Boglioli and her Live Financially Sound, Physically Strong consumer program Dr. Marion Somers from the national 3 in 4 Need More awareness campaign Harley Gordon – elder law attorney and creator of the CLTC designation

Educational Opportunities State Partnership Training (4 Hour and 8 Hour Training) Multi-Life Sales Training CE Courses 7 Step Sales Training LTCP Designation Program One-on-One Coaching from our Internal Wholesalers