ADVISOR RESOURCES

 

In your advisory role, it’s important for your clients to address the potential need for Long-Term Care.  Planning for “Healthcare In Retirement” will often be part of comprehensive planning; and the topic will often overlap planning in place or being considered.  As such, we want to ensure you have the resources necessary to engage clients based on your core competency and the ability to recommend effective solutions to achieve their ultimate planning goals.  

 

Please consider using the resources in this section or contact us so we can provide exactly why you need to initiate conversations with your clients and help them implement the planning they need to secure their financial future.

 

 

Risk Assessment:  Underwriting

Your Client's Long-Term Care Plan

 

        Sponsor Code = "LTC"

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