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

No Compromise, Just Maximize.

Because It’s Time To Seek Financial Advice From Experts

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By The Numbers

According to a study conducted by Genworth, it is estimated that:
●      69% of Americans 65 years old or older will need some form of Long-Term Care in their lifetime.
●      Yet, 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.

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

No Compromise, Just Maximize

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No Compromise, Just Maximize.

Because It’s Time To Seek Financial Advice From Experts

100%

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243M

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340+

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Hear What Our Clients Say

Offering Long-Term Care

After considering Long-Term Care as a natural extension of my primary business, I partnered with TruNorth Retirement Services and so happy I did. The concept of long-term care solutions other than Long-Term Care insurance makes tremendous sense to me and fits my practice very well. I engaged their “Partnership Model” business model, which allows me to avail my clients to TruNorth’s expertise, while also allowing me to be a part of the process. The program has allowed me to expand my services, help my clients at a higher level and greatly increase my income while doing so. Thanks again!

Long Term Care

Our agency has offered services beyond our core P&C products for years. Generally, we offered life insurance and even considered financial planning, although never did so. We never considered long-term care because LTC insurance was the only solution we were aware of. After speaking with the experts at TruNorth Retirement Services, we had a better understanding of what we believe is a much better option and it provided the opportunity to further help our clients. What we didn’t realize was while it allowed us to expand our business by offering an important service to our existing clients, it also provided a fantastic opportunity to expand our client base. TruNorth took the time to understand our business, provided marketing tools that fit our personality, and provided our TruNorth agent, Sharon, who provides all of our LTC services on our behalf. She meets with our clients right in our office with us attended the meeting. Our relationship has proven to be a tremendous and beneficial relationship for both our clients and our firm.

Maybe the Best Decision In Years

I’m a financial advisor that never thought seriously about offering Long-term care as a part of my practice – until speaking with Steve Gordon at TruNorth Retirement Services and learning 4 extremely valuable lessons. First, I didn’t realize the liability I potentially faced by not addressing the issue. Second, I was not aware of the legislative actions being taken by a growing number of states that will potentially incent people to get prepared and penalize those that don’t. Third, I was not aware of just how many professionals are beginning to address LTC and as a result, putting my client relationships at risk if I allow a competitor to address the issue rather than me. Fourth, I had no idea that a strategy like TruNorth’s existed which allows my clients to address the issue WITHOUT long-term care insurance. Finally, from a business perspective, I was unaware of the revenue opportunity addressing the issue could provide. I’m so thankful to be working with the team at TruNorth!

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