Welcome referral partners

Long-Term Care Planning — Advisor Support Platform

Long-term care planning is one of the most complex and time-consuming areas of financial planning. Our platform allows you to offer sophisticated LTC solutions to clients without needing to become an insurance specialist or add operational burden to your practice.

Through Navon Insurance Group, referral partners gain access to a structured process designed to deliver fast case direction, thoughtful policy design, and seamless implementation.

What You Get

Multi-Carrier Access
Access to 10+ traditional and hybrid LTC policies across leading carriers to ensure appropriate planning options for a wide range of client situations.

Proprietary Pre-Qualification Engine
Our intake survey converts high-level client information into a structured analysis:

• Health Profile → Planning Logic → Advisor Impact

  • This framework quickly identifies potential strategy paths and helps determine which policy structures may be most suitable.

Fast Case Design & Illustrations
Policy illustrations, scenario modeling, and multi-carrier comparisons are typically delivered within 24 hours, allowing you to move efficiently from conversation to solution.

Side-by-Side Policy Comparisons
Clear comparison tools help evaluate policy structures, benefits, and funding approaches across multiple carriers.

Underwriting Management
We coordinate the entire underwriting process and provide proactive case tracking so you always know where things stand.

Claims Readiness & Support
Our support extends beyond placement, helping ensure policies are structured and documented properly for future claims situations.

Advisor-Centered Process

Most cases require only two short client meetings with the specialist.

Navon Insurance Group manages:

• carrier coordination

• underwriting logistics

• policy design

• implementation

All while keeping you informed at the level you prefer.

When needed, we will join client discussions as the technical specialist, while you remain the primary relationship owner and trusted advisor.

The Outcome

You are able to provide thoughtful long-term care planning to clients while maintaining full control of the relationship.

We handle the technical complexity behind the scenes so you can focus on advising your clients and strengthening your relationships.