Welcome to our collection of Sharable Resources, designed exclusively for financial advisors seeking valuable tools and content to support their clients' financial journeys.  Whether you're focusing on retirement planning, investment strategies, estate planning, or navigating complex financial landscapes, our Sharable Resources are your go-to arsenal for facilitating meaningful discussions to help you encourage clients to consider Long-Term Care (LTC) Planning and begin the planning process.  


Consider starting the planning process with these quick videos.....


A comprehensive financial plan must include a Long-Term Care (LTC) component - It's that simple!!  Whatever form that plan takes, it should deliver care or mitigate the risks associated with the unexpected and high costs of nursing home care, home health care, and numerous other items not covered by health insurance or Medicare.  


Recent surveys reveal Americans understand the implications of not implementing an LTC plan.   However, very few take the initiative to include LTC Planning to address this issue in their financial, retirement, estate, or risk management planning.


A report released by the LIFE Foundation, a nonprofit consumer education company, shows that 71 percent of respondents believe 50 to 80 percent of adults 65 and older will need LTC services at some point.  However, just 8 million Americans have an LTC plan, even though 100 million are older than 50.

Americans are just starting to understand that they will likely need LTC, and its impact is significant.  Even worse, the vast majority are unprepared for that eventuality, so planning ahead is one of the best ways to guarantee that you'll get the care you need if or when you're no longer able to care for yourself.

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