Betty Boomer: The Risk-Averse Retired Widow & Grandma
Healthcare In Retirement and Long-Term Care (LTC) are important topics for women, especially single, widowed, or divorced women. Many of your female clients in this situation often have children and extended family that no longer live nearby, and those like Betty lack a support system if or when there is a need for care.
In this case study, we make the following planning assumptions:
If Betty was your client, which of the LTC Planning solutions would you recommend to maximize her funding source and address her comprehensive planning goals?
And....Does your current LTC wholesaling resource provide a presentation tool like this?