Aging and longevity create unique challenges that extend far beyond income and assets. It may be why you’re hesitant to discuss long-term care with your clients.

But, living longer has changed financial planning. You’ve incorporated longer life spans into retirement projections, and insurance companies have product guarantees that extend past age 100, even to 121. Do you think clients will live that long? Probably not. But, if they do, you want them to be prepared.

There’s no clear-cut path through this talk, but this guide makes the first step simple. You’ll walk through talking points covering the most client common concerns with multiple options for responses. You’ll come out the other side with stronger client relationships, more secure assets and greater confidence in your ability to offer long-term care solutions.

Published: April 13, 2021
Tracking Code: 20007
Business Line: Long-Term Care
Category: Conversation Starters
Free Download