November 2023 Sales Kit: Long-Term Care

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Our November 2023 sales kit will help you talk to clients about making a plan for long-term care.

This month's kit contains pieces that give you the sales ideas and stats you need to present this issue to clients. The stats include a 2023 update, so you can have confidence sharing these figures with clients. For example, the 2023 national average per year for a one-bedroom unit in an assisted living facility is $63,336.60. The cost jumps steeply when you move to a nursing home. One year in a semi-private room will cost an average of $100,202.40, and a private room will bump that average cost up to $114,980.40. These costs are more than most of our clients can handle without our help.

What’s in the Kit

November 2023 Sales Kit: Long-Term Care

Our free 90-page kit includes:

  • 3 pages of sharable social media images & text
  • 4-page update on the cost of long-term care
  • 8-page producer guide on LTC underwriting considerations
  • 14-page summary of LTC in the U.S.
  • 11-page white paper on LTC in the U.S.
  • 2-page sales idea: the cost of waiting to plan
  • 2-page producer article on using IRA distributions to pay for long-term care
  • 5-page producer article on tax ramifications of LTC riders
  • 2-page sales idea: LTC rider
  • 2-page sales idea: using an unneeded annuity to pay for LTC costs
  • 3-page sales idea: using HSA dollars to pay for a portion of LTC premium
  • 6-page guide to taxation and qualified LTC policies
  • 2-page client questionnaire
  • 2-page LTC tax deduction worksheet
  • 2-page consumer brochure on long-term care expenses
  • 2-page consumer flyer on the differences between healthcare and LTC expenses
  • 8-page consumer guide to LTC in America
  • 2-page consumer flyer on rising costs of LTC
  • 8-page consumer guide to creating an LTC plan
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How to Use This Month’s Sales Kit

Use the social media posts we provide (images + text) to introduce the topic with your audience. Add some of the eye-popping stats on cost from a number of pieces in the kit. The last piece in the kit is a client worksheet, a guide to creating their plan for long-term care. You can use this during your calls or meetings with them, so you know what questions to ask to get a full picture of their needs and wants. If you need illustrations or case design help, don't forget - we're just an email or a phone call away.

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Need help with quotes, illustrations, or selecting the right product?

Our Brokerage Managers - Dave, Joshua, and David - can help. They have incredible depth and breadth in terms of product knowledge. Call 800-823-4852 and ask for a brokerage manager, or click the button below to email us!

Insureio Subscribers: Use Our November Marketing Campaign

Are you an Insureio subscriber? If so, you have access to a pre-written marketing campaign for November. It includes four emails for your clients and prospects, pre-scheduled for delivery throughout the month. These emails cover basic long-term care subjects including the cost of care, ways to pay for care, and the likelihood of needing care. As always, there's no discussion of a specific carrier or product; these are general educational emails designed to pique interest rather than sell a product. The goal is to get prospects to click or call so you can talk to them about their needs and budget before getting them a quote.

November 2023 marketing campaign shown in the list of IO marketing campaigns

To preview the campaign:

  • From your left-hand nav menu in Insureio, hover over Marketing and then click Marketing Campaigns.
  • Scroll down and click November Newsletter Series: Long-Term Care (Monthly Focus Topic). You'll see the list of pre-scheduled emails. To see what a template looks like, click any of the blue template title links. The template will open up in a new browser tab.

Want to learn more about Insureio marketing campaigns and how to enroll your clients and prospects? Click here to visit the tutorial in the Insureio Academy.

Download Our November 2023 Sales Kit Now!

November 2023 Sales Kit: Long-Term Care

Get the Kit