For brokers · Pre-enrollment education plan

Prepare your clients' teams before enrollment opens

Employees rarely ask for long-term care coverage — most assume Medicare or health insurance already covers it. This plan gives your employer groups about three months of product-neutral education first.

2 short surveys8 education emailsOn-demand webinar

Why education comes first

The need is common, and the facts are widely misunderstood

Many families first learn how long-term care works during a health crisis. A short series sent by HR — a sender employees already trust — closes the gap between concern and understanding before anyone is asked to decide.

~70%

of people turning 65 will need long-term care services at some point

37%

of people under 65 require some form of long-term care services

6 in 10

family caregivers also hold a job

Sources: U.S. Administration for Community Living; AARP and National Alliance for Caregiving, Caregiving in the United States 2025.

How the program works

We write, HR sends, the broker partners

Your client's HR team

Sends each email from a named HR or benefits leader
Sends both survey links and one email about every other week
Uses their normal email tool: Outlook, Gmail or their platform
Offers a printed copy to employees who can't use email or links

HollowtreeLTC

Supplies the surveys, ready-to-send email copy and resource links
Shares anonymous survey results with HR and the broker
Provides the on-demand webinar that opens enrollment
Runs enrollment and the separate enrollment materials

No selling during the series. Messages 1–6 cover care, costs, family and planning only — no carriers, premiums, guaranteed-issue amounts or deadlines. Message 7 prepares employees to evaluate a benefit without presuming they will buy one.

Timeline

About four months from first survey to enrollment

Each email takes about two minutes to read and answers one question employees are likely to have.

Please note: the timeline is an illustrative framework, not a requirement. HollowtreeLTC works with the appropriate parties, following the broker's preferred communication process, to tailor timing and scope — and whether and when to proceed to enrollment — based on each employer's circumstances and survey results.

Pre-enrollment launch

Education series · one email every other week

Survey*

Wk −1

Wk 0

Msg 1

Wk 1

Msg 2

Wk 3

Msg 3

Wk 5

Msg 4

Wk 7

Msg 5

Wk 9

Msg 6

Wk 11

Msg 7

Wk 13

Survey

Wk 14

Webinar

Wk 15

Enroll

Wk 16

SurveyEducation emailOn-demand webinarEnrollment opens

When	Phase	What it covers
Week −1	Listen	A short survey introduces long-term care basics and asks how concerned and interested employees are.
Weeks 1–13	Educate	Seven short emails, one every other week, cover care, costs, family and planning questions.
Weeks 14–16	Decide	A second survey and an on-demand webinar, then enrollment explained in separate materials.

Questions about the plan?

Book a meeting with your HollowtreeLTC broker

Pick a time that works for you and we'll walk through the plan, the surveys and timing for your group.

Book a meeting