See Our Services
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No Compromise, Just Maximize
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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!
