Clients Who Would Benefit From LTC Planning

When it comes to assessing your clients' potential Long-Term Care risk, it's helpful to segment them into various categories. The guide below can help you understand these client segments, their perceptions, and their concerns so you can address the topic as a component of their financial, estate, retirement, or risk management planning. 

Having Long-Term Care Planning discussions with clients can help them prepare for important issues, including where to receive LTC services, who the decision-makers are, and how to eventually cover the cost of care.

Download a copy or review the graphic below, and after identifying your "target" clients, please contact us to schedule time to discuss the results and successful strategies to approach those on your list.