Understanding the LTC Planning Conversation

  • 09/24/2020 11:00 AM - 11:30 AM Eastern

Presented by Chad Eyrich

VP, LTC and Linked Benefit Sales, Ash Brokerage

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"I can self insure." 

We've all heard some version of this from clients. Some of them are right. Some are only thinking of the financial aspect. But for most, it's a defensive reaction to avoid a conversation.

Don't let your client's long-term care plan be unintentional. This is one discussion clients can't afford to ignore. An extended care event is possibly the largest risk to a successful retirement, and now is the time to engage your clients in a plan. Join us as we cover:

  • Identifying clients who are most likely to listen and act
  • Understanding the financial impact to a portfolio when an event occurs
  • How “self-insuring” impacts the portfolio and available alternatives
  • Successful ways to reach your clients in our new virtual world

Discover strategies to help your clients build a plan that protects them, their families and their portfolios against these unexpected events. This is one event you won’t want to miss.

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Understanding the LTC Planning Conversation

An extended care event is possibly the largest risk to a successful retirement, and now is the time to engage your clients in a plan.


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