Funding Long-Term Care with Idle Assets

For clients with assets that are not generating key income, a great conversation starter is "What is your goal for this money?" If the discussion follows the path we commonly see, a few more questions could lead to a more suitable product solution. Follow this flowchart for more.

Published: May 17, 2022
Tracking Code: 20002
Business Line: Long-Term Care
Category: Funding a Plan
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