The Fiduciary & Long-Term Care Planning
Making mattes worse, 55% of advisors are not having appropriate or meaningful discussions about this topic with consumers. Thus, our industry has a LONG way to go before we can even come close to saying these topics are sufficiently addressed......
In order to better understand today's positioning of LTC Planning for your clients, we encourage you to review the following items:
Once you've done so, consider setting an appointment with one of our LTC Planning Strategists to begin identifying clients and prospects who should consider LTC Planning.