Engage employers with questions that establish an emotional connection and gain 5-Key Agreements having to do with strategic business issues.

• Sample Slides
• Is your Company covered for long-term care?
• How do employees plan for retirement?
• Why do you contribute to sponsored savings?
• Have you known anyone who has lived through a long-term care situation?
• When is the right time to plan?
• Why doesn’t your health insurance pay?
• Have you ever confused Medicare and Medicaid?
• What is Medicaid?
• How much does long-term care cost?
• Why is LTC referred to a women’s issue?
• What is your plan to pay for long-term care?
• Did you find this information helpful?

• After the employer tells you they enjoyed the presentation ask about their “take aways”.
• Close the meeting with the final Key Agreement:

 “If we could show your employees the same information you just saw, and get a premium discount for them and their extended family members, and have a chance for simplified underwriting based on minimum participation, and it didn’t have to cost your Company anything, would it make sense to look at some ideas?

Present a Branded multicarrier proposal strategically formatted to show the small cost to lock in maximum discount and simplified underwriting.

• Review the Value (link)
• Simplified underwriting rules (link)
• Benefit Options Sheet (link)
• Present the Proposal (link)

Implementation Planning Go to Meeting

• Gather information needed to set up payroll deductions including number of payrolls, time needed to set up deductions and number of deductions to process prior to the effective of policies. (link)
• Gather information about employee meeting habits and plan enrollment meetings to coincide.
• Deliver timeline and copies of all enrollment communications for client approval (links)

Enroll Employees

• Customized PowerPoint
• Customized enrollment kits
• Customized Benefit Option Sheets
• Payroll deduction spreadsheet reconciles carrier bill and facilitates setting up payroll deductions.
• Deliver policies using broker letter head and business cards.