There’s about a 70% chance you’ll need some type of long-term care after age 65, according to government stats. And given that the cost of long-term care can quickly deplete your life’s savings, it just makes sense to add it your financial plan.

When you prepare for any upcoming investment or purchase, you probably run into some unfamiliar language or terminology in your research, which can be frustrating and downright confusing.

Searching for a long-term care insurance policy is no different. A long-term care insurance policy describes coverage under the policy, exclusions and limitations—and can be laden with industry jargon. Here’s a breakdown of the fundamentals:

There are four primary components that determine your long-term care benefits and influence your monthly cost.
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Questions or other Inquiries?

Refer to our Contact Sheet to reach out to us. You can also call 1.844.TRY.QQIS

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In the event of a tragedy, life insurance proceeds can:

• Pay for funeral costs
• Help pay the bills and meet ongoing living expenses
• Pay off outstanding debt, including credit cards and the mortgage
• Continue a family business
• Finance future needs like your children’s education
• Protect a spouse’s retirement plans

Getting life insurance doesn’t have to be hard (or boring). We have some easy steps for you to walk through to see if life insurance is right for you.

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Questions or other Inquiries?

Refer to our Contact Sheet to reach out to us. You can also call 1.844.TRY.QQIS

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We spend a lot of time talking about how couples, families and businesses can protect their financial futures with life insurance. But what about if you are single—do you need life insurance, too?

There are those people who have no children, no one depending on their income, no ongoing financial obligations and sufficient cash to cover their final expenses. But how many of those people do you really know? And, more importantly, are you one of them?

I think it’s important, then, to illustrate how a life insurance purchase can be a smart financial move for someone who is single with no children. Asking yourself these three questions can help you get at the heart of the matter:

• Do you provide financial support for aging parents or siblings?
• Do you have substantial debt you wouldn’t want to pass on to surviving family members if you were to die prematurely?
• Did family members pay for your education?

  
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Questions or other Inquiries?

Refer to our Contact Sheet to reach out to us. You can also call 1.844.TRY.QQIS

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We would like to inform you that Wayne McClintock, Quality Quote’s Executive Managing Director & Co-Founder, is leaving QQIS to seek new opportunities. He truly enjoyed co-founding QQIS and working with its advisor clients, strategic partners, and internal team to find innovative solutions. Marty Shull, Quality Quote’s current CSO & Co-Founder, will be filling the Executive Managing Director position. Wayne has said that “Marty is well-versed in both brokerage operations and point of sale alliances. His ability to forge relationships and manage services will help QQIS deliver the unique value proposition and drive growth into the future.” We are confident that Marty will do an excellent job in his new role and wish Wayne the best in any new endeavors!

We appreciate your partnerships and business and look forward to continuing to work with you.

Thank you,
The Quality Quote Insurance Solutions Team

Quality Quote Insurance Solutions
Quality Quote Insurance Solutions, LLC, is an insurance consulting brokerage firm that offers innovative services and solutions to core advisor markets in and around the western United States with an emphasis on Bay Area and California Markets. Its experienced team provides compelling solutions to its core advisor markets: life insurance advisors, wealth management firms, estate planning attorneys, affluent family offices, trustees, and all other financial institutions.

Contact:
Heather Kapp
(844) 879-7747 x702
heather@qualityquotesolutions.com

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The Qualified Leverage Strategy (QLS) is an innovative approach to accessing money from a qualified retirement plan that transforms taxation of assets both inside and outside of the retirement plan. The strategy is designed to minimize the tax impact on qualified plan assets and increase the value and transferability of traditional assets. The benefits of this planning may include reduced taxes, maximized wealth transfer to heirs, increased philanthropy, and greater retirement income. 

“We are thrilled to align ourselves with the talented QLS team,” said Wayne McClintock, Quality Quote Insurance Solutions Executive Managing Director & Co-Founder. “This strategy is profound and will allow QQIS to provide valuable advanced planning solutions to the professional advisor community and the affluent clients they represent.”

Quality Quote Insurance Solutions, LLC, is an insurance consulting brokerage firm that offers innovative services and solutions to core advisor markets in and around the western United States with an emphasis on Bay Area and California Markets. Its experienced team provides compelling solutions to its core advisor markets: life insurance advisors, wealth management firms, estate planning attorneys, affluent family offices, trustees, and all other financial institutions.

Please call 1-844-TRY-QQIS (844-879-7747) or visit www.qualityquotesolutions.com for more information or to get a quote.

Contact:

Heather Kapp
(844) 879-7747 x702
heather@qualityquotesolutions.com

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SAN FRANCISCO, Calif. — Quality Quote Insurance Solutions celebrated its launch in Q4 2014 by offering an incentive bonus: for $50,000 of placed target premium, QQIS would host a reward escape trip for three days (two nights) to the Monterey Peninsula in 2016. Due to the popularity of this offer, QQIS is extending the deadline to December 31, 2015 and the trip will be scheduled in 2016.

About Monterey 

Monterey is a waterfront community on the central coast of California with a temperate climate year-round. Kayaking, scuba diving, surfing, whale watching and beach-going are just some of the activities to be enjoyed in and around Monterey. Golf, shopping, and driving the spectacular coastline to Big Sur are a few of the many land-based adventures. www.monterey.org

About Quality Quote Insurance Solutions

Quality Quote Insurance Solutions, LLC is a consulting brokerage firm. We leverage our decades of combined experience and tenure in the industry to venture into entrepreneurship to provide innovative services and solutions for affluent families and their advisors. We, as Co-Founders, along with our new partners and seasoned team of professionals, look forward to providing services and solutions for you in the future. Through a partnership with a large, respected national brokerage organization that affiliates with all the best companies and carriers in the marketplace, QQIS has the right relationships in place to return optimal business opportunities to advisor clients. We have developed an experienced team with strong values, and our goal is to provide superior service and solutions for our advisor clientele. www.QualityQuoteSolutions.com

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On Nov. 10, 2014, Wayne F. McClintock and Marty Shull, along with new undisclosed private equity partners and a team of seasoned professionals, launch a San Francisco, Calif. insurance consulting brokerage firm, Quality Quote Insurance Solutions, LLC. They offer innovative services and solutions to core advisor markets in and around the western United States with an emphasis on Bay Area and California markets. To celebrate the launch, QQIS is offering an incentive bonus for all target sales made from Nov. 10, 2014 to June 30th, 2015. For $50,000 of placed target premium, QQIS will host a reward escape trip for three days (two nights) to the Monterey Peninsula in 2015.

“We are excited to launch our new company and share our value proposition with the insurance and financial services markets. We are eager to build quality relationships within the industry and work efficiently to earn business. We will translate our value proposition into success,” said McClintock, Executive Managing Director and Co-Founder.

Leveraging their decades of combined experience in the industry to venture into entrepreneurship, McClintock and Shull have developed an experienced team with strong values whose mission is to provide innovative solutions and superior service for affluent families and their advisors. QQIS offers compelling solutions for its core advisor markets: life insurance advisors, wealth management firms, estate planning attorneys, property and casualty agencies, merger and acquisition firms, private equity groups, venture capital firms, affluent family offices, trustees, and all other financial institutions. Through a partnership with a large, respected national brokerage organization that affiliates with all the best companies and carriers in the marketplace, QQIS has the right relationships in place to return optimal business opportunities to advisor clients.

Wayne F. McClintock, Executive Managing Director and Co-Founder, has been consistently nationally recognized by his peers with the honor of sales leader and distribution innovator. He brings seventeen years of high-end executive sales and business development experience to this position. The firm and its mission will synergize with Wayne’s expertise as QQIS provides increasingly innovative insurance solutions for the marketplace.

Marty Shull, Chief Sales Officer and Co-Founder, offers over twelve years of sales experience in the business-to-consumer and business-to-business marketplace. With a specific focus on business owner and executive solutions, personal estate protection, and succession planning, he has learned the necessary tools, traits, and processes to be a successful broker in this arena and to help others succeed. Marty, using his expanded network, is going to provide the platform for recruiting and retaining successful financial professionals for QQIS.

Please call 1-844-TRY-QQIS or visit www.qualityquotesolutions.com with questions or for more information.

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