We’ve been working on this project for quite some time. This little tool called Benefit Buddy helps create a compelling narrative for long term care planning. Check it out when we host our annual LTCi Year in Review. You can register here: https://lnkd.in/g7ARTbBq
BuddyIns Insurance Services
保险业
Los Angeles，CA 475 位关注者
A growing community of long term care insurance experts. Click below to join our community.
关于我们
We are a network of LTCi professionals around the nation who are dedicated to helping individuals and families find the best plan to meet their care needs while respecting their budget. We are real people who are passionate about long term care planning. Why? Because we’ve been there. Some of us have watched loved ones become caregivers. Some of us have become caregivers of loved ones. We have heard stories from clients who have cared for loved ones and don’t want to place that burden on their families. We understand that every situation is unique when it comes to planning for extended care. We want to help you weigh your options and give you the information you need to make the best decision for you and your family.
- 网站
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https://www.buddyins.com
BuddyIns Insurance Services的外部链接
- 所属行业
- 保险业
- 规模
- 11-50 人
- 总部
- Los Angeles，CA
- 类型
- 私人持股
- 创立
- 2019
- 领域
- Insurance和Long Term Care
地点
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主要
获取路线
US，CA，Los Angeles，91302
BuddyIns Insurance Services员工
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Marc Glickman, FSA, CLTC
Making LTC Insurance Easier
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Gretchen Barry
Chief Marketing Officer | Caregiver | People Watcher
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Lori Martin, CLTC
Provide clear and practical advise about insurance choices in retirement including LTC planning and Medicare. Help individuals and business owners…
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wendy boglioli
Olympic Gold and Bronze, United States Olympic Hall of Fame inductee, International Swimming Hall of Fame, National Motivational Speaker, BuddyIns…
动态
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We've just released two new worksite sales tools to save time and help you get your groups moving faster through your pipeline. Each new tool is a step in the worksite/group sales process. Our goal is to reduce LTCi sales friction and I'm confident that these tools will achieve that. A link to sign up for a free membership is in the comments. ? WHAT'S NEW Step 1: Identify the Right Product with Group Product Buddy Product Buddy can help determine the right product for your worksite or association group, then automatically provide a document to use during sales meetings. Step 2: Show Cost vs. Benefit with Quick Quote This Quick Quote tool will calculate costs for a particular age and benefit level. Use this tool to demonstrate potential premium vs. benefit (and corresponding insurance leverage). This is helpful when you're trying to close a sale or when employees or members are looking for more information about their benefit offer. Step 3: Submit Your Case with the Group Quote Request Once you have your group and product identified, use this step to provide us with your group information, submit a census, and get a carrier proposal. Training videos coming soon!
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?? Hot off the presses - Upcoming Study Group topics are here! If you want to receive weekly invitations to the latest Buddy Study Group, sign up for a free Community Member level on our website (link in comments). The best part is that you control which Study Groups you attend. It's like being able to go to class only on days where you love the topic. Jump in! ?? 2/25: Individual Study Group featuring Lincoln Financial- Rob Johnson, MBA, CLTC?, LTCP and Derek Cartagena ??2/27: Worksite Study Group topic TBD (but we're sure it will be a hit) ??3/4: Individual Study Group featuring the amazing Diane Stoddart, CLTC, LTCP- What to Do During Low Activity ??3/6: Worksite Study Group featuring the super smart Robert Eaton- Actuary session for both Group and Individual LTCi ??3/11: Individual Study Group featuring our dear friend Phyllis Shelton in conversation with Jason Dutra- The Self-Funding Conversation and Working with Financial Advisors
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As we celebrate the holidays, we're filled with gratitude for each of you who make this community so special. This year, Christmas and Hanukkah share the same day, offering a beautiful reminder of togetherness and tradition. Wishing you a season filled with joy and warmth with loved ones. Happy Holidays from all of us at BuddyIns!
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?? GI for 5. Find out what that means and how it can impact your LTCi business in 2025 on our Why Group? Why Now? webinar. See the link for more information and to register. Let's help more Americans plan for their long term care. Marc Glickman, FSA, CLTC wendy boglioli Jason Dutra Gretchen Barry
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Today on Veterans Day, we pause to honor the courage and selflessness of all who have served our nation. To every veteran, especially those within our BuddyIns community, your service and sacrifice have built the foundation of our freedom. From all of us at BuddyIns, thank you for your unwavering dedication to our country.
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The BuddyInsider is out now! Read the latest about how we're moving the needle for you on the growing group market. If you don't want to read it now, here's a hug instead??. Have a fantastic day!
In August's BuddyInsider long term care newsletter: ?? Learn more about the one of the fastest growing markets: Group LTCi + Life solutions. ?? Missed any of our Buddy Study Groups? There's an app for that. ?? Find about new group product releases that you may not know about. Want to join the community that helps your clients with long-term care planning? There's no cost to attend the Buddy Study Groups. Sign up here: https://lnkd.in/g5brmUyv
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If you're interested in LTCi group/worksite, this is the Study Group session you do not want to miss.
We love to share knowledge and that's the point of our Buddy Study Groups. Today's (7/25/24) Worksite Study Group is Ask Me Anything (AMA) about Group LTCi! Group/worksite interest is seeing solid growth, so this is timely. ??Come with your curiosity and your voice and ask us anything about the Group LTCi market. ??There are no silly questions! From managing product, process, marketing, and communications, nothing is off the table! ? Time: 1:00 PM PT | 4:00 PM ET Link to join ? https://lnkd.in/gTy6pbSN I look forward to sharing what we've learned and learning from you! wendy boglioli Gretchen Barry Jason Dutra
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BuddyIns Insurance Services转发了
If you missed the live webinar, the replay is now available: https://lnkd.in/grnAJFHV. Catch the beginning to see a gold medal performance from the inspiring wendy boglioli. We are so fortunate to have her on the BuddyIns team. Learn what's new in the LTCi marketplace and discover strategies that can help you grow client relationships and strengthen business initiatives. A special shout out to Jonathan Thomas, ChFC?, CLTC of Amada Senior Care for being so generous with his time and expertise. ?? Swag winners from today's webinar are Kayla Price, Scott Burack, Regina Wagner, Diana Atha, David Landwehr, and Jenny Novy. Marc Glickman, FSA, CLTC wendy boglioli Jason Dutra Joe Filipanko
Partnerships for a Winning Team | Webinar Replay
https://vimeo.com/