CONTACT:
Overview:
Buddy was founded by a longtime friend of LTCPG, Marc Glickman, CEO. The BuddyIns team of actuaries, technologists, and marketers seek to advance innovation in the long-term care insurance (LTCi) industry and expand awareness of LTC planning. As a “Preferred Partner” to LTCPG, our Partners use Buddy resources to; expand personal & downline LTCi education, collaborate with peers on current industry news & products, & to grow their business through Buddy’s available lead (“Referral”) & subscription based resources.
Agent Testimonials:
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“I love working with BuddyIns!
In the insurance world, you can be successful in sales or marketing, it is hard to be 100% successful in both on your own. BuddyIns provides state of the art technology in marketing to keep me focused on what I do best, which is saving one family at a time from the consequences of a physical, financial, and emotional event that happens to their loved ones.“
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“BuddyIns is a magnificent resource for long-term care education and the partnering of financial specialists with long-term care specialists. They have doubled my business.”
Free & paid LTCI Training & Education Resources:
Many of the BuddyIns services, including our popular weekly Study Groups, are provided at no cost to you. The goal is to grow the community, share knowledge, deepen relationships, and help more clients with long-term care planning.
BuddyIns offers two live training sessions each week. All sessions are recorded and can be found in the BuddyIns training library. In addition, BuddyIns team members facilitate the growing private Facebook group.
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Tuesdays & Thursdays, 1:00 p.m. PT / 4:00 p.m. ET.
These sessions are facilitated by peer LTC insurance specialists who present practical ways to expand your long-term care business. Topics range from popular/new/different types of LTC solutions, sales strategies, ways to approach clients, how to generate referrals, and underwriting tips.
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This is a great place to quickly ask questions or post news on any LTC planning topic. We ask you to freely share knowledge with others, which can lead to opportunities for you within the BuddyIns community. Please use your personal account or create a new account to join our active Facebook discussion forum.
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BuddyIns hosts frequent webinars for thousands of financial professionals from all audiences.
Visit the BuddyIns Learning Center to view archives of previous webinars. To sign up for notifications on upcoming webinars, click here.
Sales Technology & Automation— Paid Subscription Resources:
BuddyIns offers advanced technology for group and individual long-term care through a premium subscription. These resources include an LTCi pricing and plan design tool, sleek and informative product and sales guides, multi-carrier underwriting tools, curated training, and marketing content. For more information on membership levels, features, and pricing, CLICK HERE.
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This is Buddy’s flagship LTCi plan design tool. Benefit Buddy is designed to quickly give agents and clients an understanding of the value of a long term care plan, compare multiple products, and compare to other scenarios such as self-funding LTC in the market, and the cost of LTC. Benefit Buddy is a premier storytelling tool to aid your LTC conversations.With a specialist level membership in the Buddy System, you will have full access to Benefit Buddy, and all its functionality.
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Product Buddy is a product recommendation engine that can help you identify a viable product option for your specific individual client or group. Just enter your group's information into the tool, and Product Buddy will suggest viable solutions, and provide you with helpful sales materials to provide to your client.
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For individual LTCi, those familiar with Benefit Buddy will find the Quick Quote tool to be a more streamlined experience. Select the plan type, and enter some additional information to be given sample introductory pricing and value that's easy to digest for clients.
Quick Quote is also available for the group space, representing a Group LTCi quoting tool that is first of its kind.
Lead “Referral” Program(s):
BuddyIns offers select Buddy Partners an opportunity to participate in one or more of their multiple Lead Referral Programs. These high quality referrals are offered on a commission split basis only. If this is of interest to you—sign up to partner with BuddyIns by clicking-HERE and clicking on “Join the Community” towards the bottom of the page. Make sure to let them know you’re with LTCPG & express your interest in participating in their “Referral Program” in the comments section of their sign-up form.