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.