Financial Advisors who want to offer long term care insurance to clients but don’t specialize in LTCI now have help. Penn Treaty America Corp. introduced PersonaLTC, a platform
designed to help advisors deliver LTCI solutions. The complexity of LTCI is minimized by tools that are supposed to help advisors help clients. Some of the features of PersonaLTC include:
- EZ LTC App, a simplified application process that reduces hours to minutes.
- Wealth preservation solutions that reduce declined applications.
- A sales specialist support network. Financial advisors can work together with an LTCI specialist to craft solutions for clients. This co-sales agreement will let advisors get advice, service and support.
“PersonaLTC answers financial advisors’ growing need to offer customized long term care insurance solutions to the clients, thereby helping preserve their assets,” said William Hunt Jr.,
president and CEO of Penn Treaty.