For long-term care advisors

The Client Acquisition System for Long-Term Care Advisors

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Longevity Planning Group connects licensed advisors with families actively exploring long-term care options through a centralized webinar and routing system — delivering booked calls directly to your calendar each month.

Our Process

We Generate & Educate Demand

We run paid traffic to a weekly long-term care planning webinar hosted by our team, designed to attract and educate high-intent prospects.

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Prospects are Pre-Educated and Routed to you

Attendees self-select through the educational process and are filtered based on key criteria before being routed.

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You Run the Appointment

You handle the consultation and underwriting process while we focus on consistently filling your calendar with opportunities.

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What Happens When the Right Families Reach the Right Advisor

Ed Kelly shares how LPG’s consistent flow of educated long-term-care appointments helps him spend less time prospecting—and more time serving families.

Contact Us

James@longevityplanninggroup.com

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