The

Toolbox

Resources & tools to help you prepare for client meetings and conversations.

🧮 LTC Hybrid Comparison

👉 Review Comparison

📘 Protecting Retirement With LTC

A LTC rider can transform a potential wealth-draining event into a wealth-preserving strategy. Learn more here. 👉 Review Case Study

â–  Chronic Illness & LTC Rider Comparison

Determine the difference between your chronic illness and long-term care rider by carrier with this comparison navigator.

👉 Review Navigator

📊 Indemnity vs. Reimbursement

Discuss the differences between the two types of plans to determine which option is most appropriate for your client. 👉 Review Presentation

🧰 One Size Doesn't Fit All

Discover which long-term care option best fits your clients' goals. 👉 Review Options

📘 Unlock More With A 1035 Split

See how a 1035 exchange helps clients enhance both long-term care benefits and death benefit protection. 👉 Review Case Study