LONG-TERM CARE REVIEW

DO YOU HAVE
CONCERNS ON
YOUR LTC?

Getting a review on your existing long-term care policy with our complimentary analysis to find out if it’s the right one and if additional benefits can be obtained.

COMPLIMENTARY
OFFER

NO
OBLIGATION

100%
SECURE

Reasons

Reasons

There Are Many Reasons to Get
a LONG-TERM CARE Policy review OR NEW QUOTE Every 2-5 Years...

Underperformance issues

New enhancements in LTC products

Interest and legislation changes

Costs have increased and no longer reasonable

Financial strength of insurance carrier changes

Lifestyle changes requiring more coverage

steps

steps

Here's How to Get
Started on Your Audit

1Step

REQUEST YOUR AUDIT

Fill in your information and complete the form to express your interest

2Step

SIGN AUTHORIZATION

Give us permission to access your records with just one signature

3Step

REVIEW YOUR REPORT

Receive a status report on the health of your policy alongside alternatives

LTC POLICY REVIEW

Can a LONG-TERM CARE Policy REVIEW HELP Save Me Money
or Get More Benefits at No Extra Cost?

Many years ago, you may have purchased a long-term care policy. However, you may have been reluctant or didn't know how that decision was impacted by that advisor's conflicts of interest.

Click Here to Continue Reading...

“This Will Be There When I Need It Most…”

Sound familiar?
And so you moved on with life…
Maybe you got married…
Changed your job…
Or relocated to a new area…
Whatever YOUR SITUATION may be…
You always believed that your life insurance policy was going to be there to financially protect you and your family.

And That Was It! You ‘Check’ That Life Insurance Box Off Your List and You’re Set for Life.
But unfortunately, that’s just not the case…

audit

REVIEW

What's Included in the REVIEW?

Your LTC policy review provides information about whether your policy is in good standing, how its performed throughout the years, and if there are suitable alternatives that better fit your needs. You may discover ways to save money or receive additional benefits at no extra cost.
Here’s What You Get in the Report:

Status report on policy's overall health

Summary of policy data and performance

Rating of insurance carrier's financial strength

Rating of insurance carrier's financial strength

start

start today

Schedule A Time to Review Your Results!

To take a closer look at your retirement plan and the potential tax landmines to
be aware of, schedule a time to meet with me.

REVIEW OR REPORT

Who Provides the REVIEW
OR REPORT?

Carlos Dias Jr. is a financial advisor, public speaker, instructor, and president of Dias Wealth LLC, offering strategic financial planning services to business owners, executives, retirees, and professional athletes. As an instructor and presenter for multiple CPA societies, he’s educated over 100,000 accountants, attorneys, and business professionals on integrating different investments and insurance products when developing tax, estate, and long-term care plans.

Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured or quoted in several publications including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today and several others. He’s also been interviewed on various radio and television stations. Carlos is multilingual, fluent in both Portuguese and Spanish.

faq

faq

Frequently Asked Questions

It's free, meaning there's nothing to pay for the analysis or report. This is a complimentary service we provide to potential clients and professionals. 

Typically, some basic information depending on the analysis or report requested. Once you submit your information, you'll be contacted.

Usually, those that contact us are working with or have worked with either a financial advisor or insurance agent. However, that doesn't change the analysis or report offering.

By requesting an existing policy review or new quote, nothing changes unless you decide to implement any potential recommendations. 

You'll receive an analysis or report with no strings attached. You can choose to implement any potential recommendations or keep everything exactly the same. If you'd like for us to become your financial advisor, we'll discuss that process.

Once all requested information has been received, an analysis or report can be generated within 24-48 hours.

free review

Receive a Free Check-Up on Your long-term care Policy
request free
audit or report