The Long Term Care Planning Group

What The Long Term Care Planning Group does

The Long Term Care Planning Group is a privately held, Atlanta-based insurance brokerage founded in 2001 by Corey Rieck that specializes exclusively in long term care (LTC) planning for individuals and employers across the United States. The firm operates as a carrier-neutral independent broker, maintaining working relationships with A.M. Best A+ rated carriers including Transamerica and Chubb, and applies a proprietary multi-carrier underwriting-matching methodology that includes placing clients previously declined by other carriers.

The company offers two core product lines: (1) Individual LTC Planning, a confidential step-by-step consultative process covering discovery, carrier exploration, application, underwriting support, and ongoing policy servicing, and (2) Employee Benefits / Group Long Term Care Insurance, providing employers with on-site education, awareness campaigns, and tax-incentive guided enrollment. Supporting these are free 20-minute webinars, an 'LTC Quote' consultation, a podcast ('Tuesdays with Corey'), an educational video library, and written articles that collectively form the firm's top-of-funnel marketing engine.

Revenue is generated primarily through insurance carrier commissions on placed policies, with a referral-driven go-to-market that funnels individual, family, and C-suite clients via a national network of financial advisors, CPAs, attorneys, and Vistage chairs, plus direct employer engagement. President Corey Rieck doubles as a senior instructor for the CLTC certification program, having trained more than 4,000 advisors since 2003, which functions as both a brand-building and referral-generation channel for the firm.

Name

The Long Term Care Planning Group

Legal name

The Long Term Care Planning Group

Website

https://thelongtermcareplanninggroup.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

The Long Term Care Planning Group is a privately held, Atlanta-based insurance brokerage founded in 2001 that specializes exclusively in long term care planning for individuals, families, and employers nationwide. It operates as a carrier-neutral broker placing policies with A.M. Best A+ rated carriers.

Ownership category

akta.pro rank

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations

Revenue model

1. Insurance Commission Revenue: The company earns commissions from insurance carriers (TransAmerica, Chubb, and other A.M. Best Rating A+ carriers) when placing long term care insurance policies for individuals and employers. They work as an independent broker with carrier relationships.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels8 records

Core offering

The Long Term Care Planning Group is an independent insurance brokerage firm that helps individuals and employers obtain long term care (LTC) insurance coverage. Operating since 2001, the firm places policies exclusively with A.M. Best Rating A+ carriers (including TransAmerica and Chubb), and delivers a confidential, step-by-step consultative process spanning discovery, carrier exploration, application, underwriting support, and ongoing policy service.

Product overview

The Long Term Care Planning Group is a financial services firm (not a software company) offering long term care insurance planning services since 2001. The core offerings consist of Individual Long Term Care Planning (a confidential consultative process) and Employee Benefits/Group Long Term Care Insurance for companies. These are supplemented by educational resources including a Free Webinar (20-minute overview), the Tuesdays with Corey Podcast (interviews with industry professionals), Long Term Care Insurance Advice Videos (educational video library), Long Term Care Articles (written educational content), and an LTC Quote Consultation service. All services are delivered through human advisors with relationships with A.M. Best Rating A+ carriers including Transamerica and Chubb.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual Long Term Care Planning Confidential, step-by-step consultative LTC planning service for individuals and couples, including discovery, carrier exploration, application support, underwriting navigation (especially for clients with medical history or prior declinations), funding-strategy guidance, and continued policy service. Plans are customized based on age, health, daily benefit ($50–$500/day), benefit period, inflation protection, and elimination period.
• Employee Benefits / Group Long Term Care Insurance Group long term care insurance solutions for employers, including employee education, awareness campaigns, on-site group presentations, private one-on-one enrollment consultations with each employee, and information on available tax incentives. Targets HR departments and executive teams implementing voluntary or executive LTC benefits.

Quantifiable outcome

• Successfully placed clients previously declined by other carriers by applying with multiple carriers simultaneously and addressing medical record discrepancies
• +1 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core.

• CLTC (Corporation for Long Term Care Certification, Inc.)coreStrategic or Co-development Partner · 1 January 2003CLTC is the Certified for Long Term Care certification program. Corey Rieck is a highly valued instructor for CLTC, having trained 3,500-4,000+ advisors from 'San Francisco to Wall Street' since 2003 through CLTC Masterclass programs. Jennifer White, Director of Corporate Relations at CLTC, provides strong testimonial for Corey's training abilities.
• TransAmericacoreChannel Partner/ Reseller/ Distributor · 1 January 2001TransAmerica is one of the A.M. Best Rating A+ carriers that The Long Term Care Planning Group works with to place LTC insurance policies for clients. The company maintains relationships with all major carriers in the LTC marketplace to find the best match based on client medical history.
• ChubbcoreChannel Partner/ Reseller/ Distributor · 1 January 2001Chubb is one of the A.M. Best Rating A+ insurance providers that The Long Term Care Planning Group works with exclusively. Chubb is noted for doing 'a great job with clients with history' according to Corey Rieck.
• All Major LTC CarrierscoreChannel Partner/ Reseller/ DistributorThe company maintains 'working relationships with all the major carriers in the long term care marketplace.' They are carrier and instrument neutral, working to find the best match based on client medical history rather than favoring any single carrier.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Lincoln Financial Group: Diversified insurance and retirement carrier with hybrid life/LTC and standalone LTC solutions. Comparable as a broad incumbent whose LTC products compete for the same retirement-protection demand the firm addresses.
• New York Life: Large life insurance carrier with active LTC and hybrid life+LTC product offerings. Comparable as an incumbent that competes for the same retirement-stage, asset-protection use cases the firm serves.
• MassMutual: Mutual insurance carrier offering life insurance with long-term care riders and hybrid LTC solutions. Comparable as an incumbent competing in the LTC and retirement-protection space, frequently working with the same financial advisor referral network.
• Genworth: One of the largest remaining U.S. LTC insurance carriers and the source of the Cost of Care Survey the firm leverages. Comparable as a major incumbent in the LTC insurance market that the firm works with as a distribution partner.
• Mutual of Omaha: Major LTC insurance carrier offering individual and group LTC products nationally. Comparable as a broad incumbent the firm distributes for, competing for the same end-customers via employer and direct channels.
• OneAmerica: Insurance carrier with a meaningful long-term care and asset-based LTC product line for individuals and employer groups. Comparable as an incumbent in the same LTC distribution and employer benefits space.

Direct peers

• LTC Partners: Independent long-term care insurance brokerage specializing exclusively in LTC planning across the U.S. Direct competitor in the same niche, with multi-carrier placement and a consultative, education-led sales model mirroring The Long Term Care Planning Group.
• Long Term Care Associates: Specialist LTC insurance agency that has placed long-term care policies for individuals and employers since 1985. Directly comparable as a niche LTC-focused broker with similar carrier-agnostic placement and educational positioning.
• National LTC Network: Network of independent LTC specialist producers across the U.S. Comparable as a peer network of niche brokers serving individuals and employers, often through professional advisor referral channels similar to The Long Term Care Planning Group.

Others

• Corporation for Long Term Care Certification (CLTC): The CLTC certification organization for which Corey Rieck serves as an instructor. Included as an ecosystem participant — the firm both uses and delivers CLTC training, making it adjacent rather than competitive but tightly coupled commercially.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/LTCPlanGroup
• Facebookfacebook.com/theltcplangroup
• LinkedInlinkedin.com/company/the-long-term-care-planning-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Long Term Care Planning Group