Don't Forget Advisors!
November is Long-Term Care Awareness Month!
November is Long Term Care (LTC) Awareness Month… and since families will soon be gathering for the holidays (maybe via Zoom, but still interacting), it’s the ideal time to remind your clients of the importance of long-term care planning. Statistics show up to 70% of people over age 65 will require care at some point… and the average cost of care can be prohibitively expensive. And because our health care system is not built to pay for LTC services, LTC planning is a necessary part of any retirement plan.
“Live, die or quit – Asset Repositioning accommodates.”
As trusted advisors, it’s our duty to proactively have an LTC discussion with our clients to ensure that they HAVE A PLAN. Two-thirds of Americans age 40+ have done no planning for their future LTC needs, and this is the biggest threat to their life savings. By requiring your client’s age 50+ to have a discussion about LTC planning, you are acting in their (and their families’) best interests AND you are protecting (and enhancing) your business.
Increase Your AUM
Your clients’ Assets Under Management are likely the first in line to be liquidated when LTC is needed.
Click the link below and complete our contact form for more details or contact us directly by calling 1-866-777-2006 today!
Watch our previous webinar on LTC
Watch the latest webinar today!
Learn how top advisors kickstart the LTC talks with clients.
Discover the tips, tools, and techniques other top advisors are using to kickstart the LTC Conversation during the month of November. Learn how to protect client assets and increase your AUM utilizing long-term care. Click the video link to watch our latest webinar series today! Visit our website today to view our library of webinars designed to help financial advisors elevate their practices.
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