I am the owner of a financial services firm. We coach licensed financial professionals and end-user clients how to implement our Medicaid Planning to protect their estates from devastating healthcare costs.
Currently our coaching program is being offered to insurance agents and financial advisors who want to add Medicaid Planning services to their practice. We are heavy into education, marketing and consulting training modules, much like an advanced university or institute.
Tell us a bit about who you are and the people you reach
First target would be licensed insurance agents and financial advisors.planners.
Secondary market will be the end-user client who wants to engage the trained agent/advisor for Medicaid Planning services
The first requirement is that I prefer to use scarlet, gray, black and white as our core colors. The logo should project an image of trust and integrity, nothing whimsy. I would encourage you to use your creative mind but don't venture too far beyond an institutional/university feel.