Reviewing Existing Coverage
Many clients hold legacy long-term care policies with changing benefits, premiums, or carrier dynamics.
AdvisorServe reviews in-force policies to assess sustainability, benefit adequacy, and planning relevance.
Evaluating New Strategies
When new planning strategies are considered—traditional LTC, hybrid solutions, or self-funding—we help advisors evaluate trade-offs, costs, and long-term implications.
The focus remains on planning outcomes rather than defaulting to product-driven solutions.
Integrating LTC Into the Plan
Long-term care decisions affect retirement income, estate plans, and family expectations.
AdvisorServe helps advisors integrate these considerations holistically rather than in isolation.
Ongoing Counsel & Reassessment
As circumstances change, AdvisorServe provides ongoing guidance, policy interpretation, and reassessment.
This ensures long-term care strategies remain aligned with evolving client needs and planning objectives.
