The Fiduciary & Long-Term Care Planning
Making mattes worse, 55% of advisors are not having appropriate or meaningful discussions about this topic with consumers. Again, how many of these advisors are "fiduciaries"??.......
Based on this recent Lincoln data, many advisors have a long way to go before they can confidently say they've addressed healthcare and LTC sufficiently with clients.....If you want to better understand the topic today, and how to position 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 and we can help you to begin identifying clients and prospects who should consider LTC Planning.