The Top 20 Intersections of Long-Term Care with A Client's Planning:

 

  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Insurance Planning
  • Healthcare Planning
  • Investment Planning
  • Cash Flow Planning
  • Risk Management
  • Legacy Planning
  • Medicaid Planning
  • Income Planning
  • Charitable Giving Planning
  • Asset Protection Planning
  • Business Succession Planning
  • Debt Management Planning
  • Special Needs Planning
  • Elder Care Planning
  • Wealth Transfer Planning
  • Philanthropic Planning
  • Social Security Optimization

 

If your role includes ANY of these, you should address Long-Term Care Planning for your clients, as discussed here:  Yes, Actually, Long-Term Care Planning is Your Job!

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