For advisors
A long-term care planning partner who protects the relationship you built.
MyLTCStrategy gives advisors a planning-led long-term care partner who protects the trust your clients already have in you.
Trusted by advisors
When I introduce a specialist to one of my clients, trust is everything. Chip earned that trust through excellent communication, thoughtful planning, and an unwavering commitment to finding the right solution. He made a complex case feel seamless while always keeping our client’s goals at the center of the process. I would gladly work with him again.
The advisor promise
When you refer a client to MyLTCStrategy, the process is designed to reflect well on you.
The goal is not to take over the relationship. The goal is to strengthen it. Your client should feel that you introduced them to someone who helped them think clearly, understand their options, and make a more confident decision. That is the standard.
How I support advisors
- 01Introduce the LTC conversation in a way that is planning-led, not product-led.
- 02Guide clients through discovery, education, strategy, solution comparison, underwriting, and implementation.
- 03Communicate clearly so you know where the case stands and what your client is hearing.
- 04Respect the client relationship and reinforce your role as the trusted advisor.
- 05Collaborate with you to identify whether a traditional, hybrid, asset-based or other funding approach best fits the client’s situation and ensure the solution aligns with their current planning and financial objectives.
When advisors should introduce the conversation
- ·Clients age 50–75 who have not addressed long-term care planning.
- ·Clients with retirement assets they want to address before unplanned care costs arise.
- ·Clients who have experienced caregiving with parents or relatives.
- ·Clients who want to remain at home if care is ever needed.
- ·Clients with children who may otherwise become default caregivers.
- ·Clients with significant assets who want planning clarity, not generic product quotes.
Affiliation and back-office strength
MyLTCStrategy is Chip Sroufe’s independent long-term care planning brand. Chip is affiliated with The C.O.R.E. Group as his back-office resource firm, which provides access to experienced case design, underwriting support, carrier intelligence, product resources, and implementation support. Advisors and clients receive a personal, high-touch planning process backed by a deep and experienced team. The brand experience is MyLTCStrategy. The support behind the scenes is intentionally strong.
The partnership
What advisors gain from the partnership
MyLTCStrategy helps advisors introduce long-term care planning without making the first conversation product-first.
- 01A planning-led way to introduce LTC conversations.
- 02Support for client and family education throughout the process.
- 03Language that helps clients discuss care before a crisis.
- 04A thoughtful specialist resource for complex LTC conversations.
- 05A process that respects the advisor-client relationship.
If you want your clients to have a better long-term care planning conversation, let’s talk about how MyLTCStrategy can support your practice.