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Tel  : 1-800-400-0577
Email  : info@superiorltc.com

"As a financial professional, you are the only person your clients should look to for initial guidance in planning ahead for long-term care. You understand your clients’ financial situations, their goals, and their philosophies regarding risk management. You are their trusted resource."

- Steve Bell, CFP™
Contributing Writer, Long-Term Care Planning: Assuring Choice, Independence, and Financial Security

Financial professionals, including financial planners, estate planning attorneys, and CPAs, are in the best position to assist clients with initiating the development of a written plan for long-term care. You understand your clients' financial situations, their goals, and their philosophies regarding risk management. You are the one they trust for advice and guidance concerning money matters of all kinds, particularly those that have a potentially detrimental effect on their family's financial security. LTC Planning is an essential area of service for financial professionals because you are entrusted with protecting the assets and estates of your clients.

A major LTC Planning roadblock for financial professionals has been the availability of services and resources for competently addressing this issue.

Superior LTC has developed the proprietary Comprehensive Planning Approach to long-term care. This process delivers the education and solutions your clients need in order to make an informed LTC Planning decision.

Superior LTC works with you and your clients "your way." We learn what "your way" is by asking and listening to your needs.

Some of our services and resources include:

  • LTC Planning EXCLUSIVELY: No other financial advice, products, or services are discussed with your client
  • LTC Planning Education Modules: The most advanced long-term care planning curriculum in the industry, available online, 24/7
  • Training in the Comprehensive Planning Approach: How to initiate a discussion with your clients
  • Certification in the Comprehensive Planning Approach: 21 to 35 hours, with examinations
  • Educational Consultations: Provided to your clients on a 1-to-1 basis or on a group basis
  • Customized LTC Plan: Regardless of which of the 4 sources your client chooses, Superior LTC will create a customized, written plan which documents their choice. A copy of the plan is provided to you and is also permanently archived in our system, providing documentation that your clients were educated and advised about planning ahead for long-term care
  • Superior LTC AdviceLine: Periodic newsletter to keep you informed of issues related to LTC Planning

Tell us how we can serve you and your clients and learn more about our services.



We are happy to work with clients who do not live near our physical office. We have found that with effective use of technology, such as virtual web meetings, e-mail, and teleconferences, our clients are able to save time and still be served well.

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