Sales Idea: Using the 50-10 Hedge Strategy

Using the 50-10 Hedge Strategy to increase LTCi Sales

From Lincoln MoneyGuard:


Are you looking for a way to begin the LTC conversation without giving your clients sticker shock?


Hedge against long-term care risk by solving for a benefit that covers 50% of the local private nursing home costs. Typically, this also covers nearly 100% of home health care costs. In addition, by structuring the premium payments for 10 years, coverage becomes more affordable.


Why

  • This strategy is a great starting point for any extended care planning discussion.
  • Most clients would prefer to maintain their independence at home as long as possible followed by an assisted living facility.

How

  • Show this MoneyGuard concept by using a flex-pay premium design.
  • Leverage Lincoln’s “What Care Costs” website to identify the average cost of a private nursing home in their area. (Enter sponsor code Lincoln to unlock the cost website).
  • Use at least 50% of that number as the starting monthly benefit

Example showing the 50-10 Hedge Strategy