Understanding the LTC Planning Conversation
"I can self insure." We've all heard some version of this from clients. Some of them are right. Some are only thinking of the financial aspect. But for most, it's a defensive reaction to avoid a conversation.
Don't let your client's long-term care plan be unintentional. This is one discussion clients can't afford to ignore. An extended care event is possibly the largest risk to a successful retirement, and now is the time to engage your clients in a plan. Join us as we cover:
- Identifying clients who are most likely to listen and act
- Understanding the financial impact to a portfolio when an event occurs
- How “self-insuring” impacts the portfolio and available alternatives
- Successful ways to reach your clients in our new virtual world
Discover strategies to help your clients build a plan that protects them, their families and their portfolios against these unexpected events.
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.