The Process

Here’s how to make sure your care is funded and managed when you need it.

As independent, certified long-term care planning specialists, our extensive training and product knowledge means we can help you find the best plan for your situation. You’ll know which companies are top-rated and which ones you might want to stay away from. Unlike other long-term care advisors that work with only one or two plans, we work with nearly all providers, and our allegiance is with you, the client.

Here’s How You Find the Right Plan


1. Understand Your Options

Attend one of our live events or webinars, listen to our radio show, and use our resources here on the website to learn more about long-term care plans.

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2. Get a Custom Plan

Submit our Pre-Screen form, and we’ll reach out to help you sort through your options and make the right choices for your situation.

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3. We’ll Get You Approved

The application process for long-term care plans is complex. You’ll be guided through it to make sure your plan is accepted.

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What happens after your plan is in place?

We don’t disappear! We are your agent of record and are here for policy support, answering questions, and even helping get claims filed.

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