Care planning solutions are often overlooked by financial professionals for several reasons, the most common being the intimidation felt by a space they’ve never dealt with before and the emotional response this subject produces. Ironically, financial professionals have the most to gain by incorporating this line of business over other advisory figures clients use. So why should you as a financial professional talk care planning?
Long term care
Updated November 7, 2019, at 8:46 AM It seems like every day the question is asked by financial professionals… “What’s the best care planning solution?” And while it’d be nice to give…
Updated on November 5, 2019, at 11:05 AM You meet with a client to discuss long-term care (LTC) insurance solutions. They listen as you lay out the strong rationale in favor of…