Case Study: A Successful Large Group LTC + Life Insurance Enrollment

By Marc Glickman, FSA, CLTC

The following is a large group case study from a market with many brokers and carriers vying for blue-chip clients. It presents an example of how BuddyIns, a leading LTC planning platform, helped a large employer offer a voluntary LTC + Life insurance solution to their employees.

The key ingredients of this enrollment campaign included a strong partner relationship, trust, white-glove service, a simple enrollment process, and compelling education. The result was surprising and I hope that as you read through this it will help you learn how to leverage expertise and technology to provide LTC planning solutions to clients.

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