Broker Briefings
Pitch kits, positioning playbooks, and product breakdowns built for brokers selling group LTC, physician DI, and state-mandate carve-outs.
These briefings are designed to be sent to a client or used as the spine of your next renewal conversation. Each one frames a specific product or market opportunity in language a benefits decision-maker will recognize.
Group LTC vs. individual LTC. State-mandate alternative positioning. CCA-eligible group DI for 1099 physicians. Co-branded kits and joint sales support are available on every product covered here.
If you've got a client meeting next week and need a one-pager that does the heavy lifting -- start with the relevant briefing below, then book the partner call to scope co-branding and underwriting.
Pitch kits, ready to send
Each briefing doubles as a forwardable PDF for your clients -- skip the slide deck and lead with substance.
Positioning, not platitudes
Every brief stakes out a specific market position (mandate alternative, group access, retention play) and walks through the economics.
Co-branded support
We provide quoting, employer briefings, and joint sales calls under your brand. The Partner Enrollment Playbook walks through the model.
All Briefings
Browse the library
Broker Partner Enrollment Playbook
A comprehensive guide to adding DI and LTC enrollment capabilities to your benefits practice with zero operational lift.
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Broker Strategy Guide: Positioning Private LTC as a State Mandate Alternative
How brokers can use state LTC mandate momentum to open group LTC conversations with employer clients — including talking tracks and objection handling.
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Group DI for Your 1099 Physician Clients
How to introduce group disability insurance to employer clients with 1099 physician relationships -- and why the CCA model is your entry point.
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LTC Mandate Employer Pitch Kit -- How to Open the Conversation
A step-by-step guide to opening the LTC mandate conversation with CFOs and HR Directors -- and closing it with a group plan.
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Group LTC vs Individual LTC -- Why Group Access Changes the Economics
Why group LTC access changes the conversation with employer clients -- and the competitive landscape for brokers.
Read MoreReady to add LTC and physician DI to your book?
We're the carrier-agnostic implementation partner. You keep the relationship; we run the back end. Let's scope it.
Talk to the Partner Team