Candid Conversations: Why No Plan Is Still A Plan
Many clients have an unintentional long-term health care plan: by not having a written plan, they are assuming 100% of the risk of longevity. It’s a plan, but probably not the experience you want for your clients. Let’s be intentional and change the dialog. This is not a product conversation – it’s about your client, their families and their future.
Watch now for a new way of thinking about LTC insurance, including:
- Viewing long-term care more like a holistic health insurance plan
- Creating a "pre-funded" deductible for LTC
- Changing the language you use with clients
- The importance of an intentional plan, no matter your net worth
We can help you prepare for one of the most important conversations you’ll ever have with your clients.
Chad Eyrich is the LTC nerd. He not only helps educate advisors and their clients on the importance of care planning, but he also orchestrates a smooth application process from start to finish. He leads Ash's LTC sales team and travels through the United States to present educational seminars on care planning, funding options and alternatives to traditional LTC insurance.
As CEO of Ash Brokerage, Tim has fostered an environment of success with team-focused empowerment and client-centered service. Tim assumed leadership of the company in 1997. Since that time, the company has grown to become the largest independently owned insurance brokerage firm in the United States. It expanded from 50 employees in one location to more than 450 employees in offices across the country.