WE EXIST FOR
3 SIMPLE REASONS.
We help our Professional Partners:
• Expand the value they provide to their clients
• Increase their revenue
• Reduce their professional liability
(in many cases, liability they are unaware exists)
Addressing The Single Largest Threat To Those Nearing, Or In Retirement, And The Well-Being Of Their Families
If you’re like most individuals who choose to provide professional services as their profession, your intent is to provide valuable services that your clients need, achieve success doing so, and doing it in an environment that doesn’t put you or your career at risk.
Our ProAdvisor Network helps you achieve all three.
Our ProAdvisor Network is comprised of professional service providers who are interested in addressing the single largest threat to those nearing or in retirement, and that’s the threat of long-term care. Whether you choose to address this issue directly or prefer we provide the service on your behalf, our flexible program can be built to meet your specific needs.
The Issue
In recent years, Long-Term Care has emerged as the single largest threat to retirees, their savings, and just as importantly, the well-being of their families. With ongoing medical advances and new innovative prescription drugs, our life expectancies continue to increase, resulting in a greater need for care along the way. Whether it be Home Health Care, Assisted Living, or a Nursing Home Facility, the need is real and the thought of buying a long-term care insurance policy to address the issue with its many limitations is not only unappealing, but also becoming an antiquated approach to covering this expense.
We offer a better way.
By The Numbers
Genworth Financial Study:
It's estimated that:
69% of Americans 65 years old or older will need some form of Long-Term Care in their lifetime.
ONLY 3% of Americans 65 years old or older
have addressed Long-Term Care.
In Pure Numbers:
55.8 MILLION
The number of Americans who are 65 years old or older.
54.1 MILLION
The number of Americans 65 and older who are NOT prepared.
While this creates a critical issue for those not prepared, it also represents a major opportunity for those professionals addressing it with their clients.
69%
The percent of Americans 65 or older who will experience a Long-Term Care event.
97%
The percent of Americans 65 or older who HAVE NOT prepared for a Long-Term Care event
The Opportunity
Professional Model
This model is built for those professionals interested in offering our strategy themselves. This would require proper licensing to do so.
Partnership Model
This model is built for those professionals interested in attending meetings jointly with a ProAdvisor Network Agent who will conduct the Long-Term Care presentation on their behalf. This would require proper licensing.
Associate Model
This model is built for those professionals that prefer to simply refer leads to a ProAdvisor Network Agent located in the same geographic area who conduct meetings in-person with their client or prospect.
Regardless of the level you prefer, we provide all presentation materials, case design, and assistance with all post-sale administration and underwriting to make the process simple and easy for both you and your client.
Note: Regardless of the level desired, our agents sign NDNCA’s with both us and you to protect your core business and client relationships. Our business is solely Long-Term Care, and we conduct it with you as a part of the process throughout.
Revenue Options
Adding strategic Long-Term Care services to your offerings provides the opportunity to add tremendous revenue to your bottom line. We offer 3 core revenue models:
Commission Model – For those professionals that are either properly licensed or desire to be.
Marketing Fees – For those who choose not to be licensed and prefer to be compensated for lead generation.
Contracted Services – For those providing services that enhance/support our core Long-Term Care strategy placement.
Core Partner Professionals
While there are several Professional Service Providers that offering Long-Term Care services might make sense for, the core professionals we typically partner with include:
Property & Casualty Professionals
Medicare Agents
Attorneys
Financial Advisors
Financial Institutions
CPAs
Payroll Companies
Assisted Living Facilities
Member Associations
What Others Are Saying
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Offering Long-Term Care
Partnering with TruNorth Financial Services enhanced my practice by offering innovative long-term care solutions beyond traditional long-term care insurance.
Their Partnership Model lets me leverage their expertise while staying involved. I'm now better serving clients and increasing revenue simultaneously.
It's a win-win-win!
Jim G.
Medicare Agent
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Long-Term Care
As a P&C agency, we never explored long-term care due to limited traditional long-ter care insurance options. TruNorth introduced us to better alternatives and seamlessly integrated with our business.
Their personalized support, including our dedicated agent, has helped us expand services and grow our client base while better serving existing customers.
Edmund
P&C Agency
☆ ☆ ☆ ☆ ☆
Maybe the Best Decision In Years
TruNorth opened my eyes to critical aspects of long-term care I'd overlooked: liability risks, changing state legislation, competitive pressures, and innovative non-insurance solutions.
Their approach not only protects my practice but creates significant revenue opportunities.
A game-changing partnership.
