Wealth Management
/ Insurance
commonwealth.com
For Advisor Use Only
9
Tap Into the Insurance Department’s Resources
Our primary goal is to make the insurance process easier
for our advisors. As committed as you may be to helping
your clients plan for potential long-term care expenses, you
may want assistance in the actual advisory process and
navigating Commonwealth’s suite of solutions, including
traditional LTCI, linked-benefit products, and life insurance
with long-term care riders.
The Insurance team can help by providing information
on the industry landscape, carrier and product selection,
the cost of care in your area, plan design, pricing, and
underwriting. We can help you work through your clients’
concerns or objections. We can help you master the
planning conversation. And we can help you design a
marketing plan to reach appropriate clients.
Belief, commitment, conversation, and leveraging the
Insurance team can lead to meaningful interactions and
successful insurance cases for your clients.
Susan Kobara is a long-term care product manager
in Insurance. She is available at x9737 or
at
All change, even very large and powerful changes,
begins when a few people start talking with one
another about something they care about.
— Margaret J. Wheatley
