3 Mark Salt Lake | Simplifying the Life Brokerage Experience for Independent Advisors

  • About Us
    • Our Team
    • Contact Us
    • Privacy Policy
  • Blog
  • Quotes
  • Forms
  • Marketing
  • Case Status
  • Pre-Underwriting
    • ShopACase.com
    • Pre-Underwriting Questionnaires
  • About Us
    • Our Team
    • Contact Us
    • Privacy Policy
  • Blog
  • Quotes
  • Forms
  • Marketing
  • Case Status
  • Pre-Underwriting
    • ShopACase.com
    • Pre-Underwriting Questionnaires

Announcement

September 28th Unified Insurance Network partnered with 3 Mark Financial. The partnership brings an immediate enhancement to our firm. 3 Mark was formed in 1985 for the Financial professional. Bringing life insurance, equities, specialty products, underwriting, technology and marketing support to the table. We did this partnership to help get our clients to where they want to be faster. Give us a call to find out more about what this partnership brings to you.
Upload Application
YOUR ULTIMATE RESOURCE IN LIFE BROKERAGE
877-846-9665
Picture

November is Long-Term Care (LTC) Awareness month, and your clients need you to start a LTC conversation with them.


​Why? Because 70% of those age 65 or greater will need it in their lifetimes, and for those that do costs associated with LTC can drain their life savings and take a toll on family members who unexpectedly must serve as caregivers.
Planning for long-term care expenses can be overwhelming for clients—and challenging for advisors. Although clients may not want to envision themselves in a compromised state of health, they do want advisors to explain how to help keep their finances and their families secure, even in the face of a long-term care event. 
Below are resources you can use with your customers to help simplify complex decisions, and to help them begin to make plans and decisions about how they’ll receive elder care.
Picture
Different Types of LTC Protection Decision Tree
Solutions for Chronic Illness
No Plan for LTC?
Difference Between CI and LTC
3 Steps to Elder Care Planning
Paying for LTC: Which Asset Would You Choose?

If you’d like discuss more on this topic, click here to schedule an 30 min appointment.
30 min appointment