Business Details
12 Years
experience
Trusted LTC Funding Solutions in Canandaigua, NY
Founded in 2014, our organization combines decades of industry expertise with innovative solutions to address long-term care funding needs. With over 46 years of collective experience in insurance, our leadership has cultivated partnerships with seasoned marketing firms to deliver cutting-edge products and services. We specialize in expanding access to long-term care solutions for individuals who may not qualify for or prefer traditional insurance models. Our collaborative approach empowers distributors to maintain existing relationships while offering comprehensive planning options. Through strategic alliances and a curated portfolio of insurance and non-insurance products, we provide flexible funding solutions tailored to diverse client needs.Our mission focuses on eliminating barriers related to age, health, or financial status through creative alternatives. Backed by industry leaders and a nationwide network of trusted partners, we maintain rigorous professional standards while prioritizing client education and informed decision-making. This commitment to innovation and integrity has established us as a trusted resource in the evolving long-term care landscape.
Services
LTC Funding Solutions
Insurance Products
Non-Insurance Products
Strategic Partnerships
Product Solutions Mapping
Details
- Year established: 2014
Highlights and features
- 46 years of combined industry experience in long-term care solutions
- Partnerships with seasoned insurance marketing firms nationwide
- Offers both insurance and non-insurance long-term care alternatives
- Maintains rigorous product development and service delivery standards
- Led by industry veteran Bill Jones with proven leadership expertise
What people say
46 years of experience
Seasoned and experienced firms
State-of-the-art products
Utmost integrity
Creative product solutions
Services
LTC Funding Solutions
Our long-term care funding solutions provide alternative options for individuals who may not qualify for traditional insurance. We offer customized planning strategies that combine insurance and non-insurance products. These solutions address diverse client needs while maintaining flexibility in financial planning for future care requirements.
Insurance Products
We distribute specialized insurance products designed to complement traditional long-term care coverage. Our offerings include policies tailored for clients with unique health or financial circumstances. These products provide structured funding options while maintaining regulatory compliance and industry standards.
Non-Insurance Products
Our non-insurance products offer flexible funding mechanisms for long-term care needs. These solutions include innovative financial instruments that provide coverage alternatives without traditional policy structures. Designed for clients seeking different risk profiles, these products expand access to care funding options.
Strategic Partnerships
We develop strategic partnerships with insurance agencies to enhance their service offerings. Our network enables distributors to maintain existing relationships while accessing comprehensive long-term care solutions. These collaborations focus on expanding market reach and improving client service capabilities.
Product Solutions Mapping
Our product solutions mapping provides visual guidance for long-term care planning. This tool helps distributors and clients compare available options across 14 curated product solutions. The mapping system simplifies decision-making by illustrating coverage parameters and funding mechanisms.
People
Bill Jones
Co-Founder
With 46 years of insurance industry experience, Bill Jones brings deep expertise in long-term care solutions. He leads product development and strategic direction while maintaining industry relationships that enhance our service offerings.
Peter Gelbwaks
Gelbwaks Executive Marketing Group
Seasoned insurance marketing professional with extensive experience in LTC product distribution. Contributes strategic insights from over a decade of collaboration with industry leaders in long-term care planning.
Terry Truesdell
CEO of National LTC Network
Industry leader with proven expertise in long-term care solutions. Provides strategic guidance based on extensive experience developing innovative funding mechanisms for diverse client populations across multiple market segments.
Brian Ott
525 Long Term Care Advisors
Experienced long-term care advisor with specialized knowledge in alternative funding solutions. Contributes practical insights from direct client interactions and implementation of innovative care planning strategies.
Sam Lowy
Advanced Financial Resources
Financial planning expert specializing in long-term care funding strategies. Brings practical experience in implementing alternative solutions for clients with complex insurance needs and retirement planning requirements.
Questions
What long-term care solutions do you offer?
We provide both insurance and non-insurance products tailored to diverse client needs, including alternative funding mechanisms for individuals who may not qualify for traditional coverage.
How do your solutions differ from traditional LTC insurance?
Our offerings include flexible funding options that address age, health, and financial barriers while maintaining comprehensive coverage through innovative product structures.
Can distributors maintain existing relationships?
Yes, our business model allows distributors to keep traditional product relationships while expanding their offerings through our comprehensive solution portfolio.
How do you support industry partners?
We provide strategic partnerships, product training, and marketing resources to help distributors implement long-term care solutions effectively while maintaining their existing business relationships.
What areas do you serve?
Our national distribution network serves clients and partners across the United States through a coordinated network of experienced insurance marketing firms.
