What’s More Overwhelming than Not Having a Plan?


What’s More Overwhelming than Not Having a Plan?

I get it.

Long-term care isn’t something you work on daily. You’re not comfortable discussing the subject, and you’re not confident you can answer all your clients’ questions.

If you take one lesson away from me, let it be this: Long-term care IS overwhelming. And that’s EXACTLY why you need to help your clients create a plan. You’re accountable to them and their families. Your ability to handle complex topics is exactly why your clients work with you.

Just Ask

Here are a few questions to get started:

  • Who do you know that has needed long-term care?
  • What impact did it have on their family?
  • Who makes decisions on your behalf – and how will they know what to do?
  • Where would you prefer to receive care if it’s needed?


Look at this from another angle. Yes, the planning conversation can be hard. But what kind of conversation will you be having with your client’s spouse or children if you don’t help them create a plan?

It will be far more overwhelming to help them make decisions and find funds in the middle of a care event. I can promise you that.


Start Talking

You don’t have to have all the answers. You just have to ask the right questions. Still not ready? That’s where we come in.

For more ideas on approaching the conversation, download your free long-term care discussion guide.

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And, if you haven’t already, sign up for our free educational email series on long-term care.

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