Long Term Care-The Missing Piece of Retirement Plannning
Most estate planning professionals have seen the recent studies or read the reports. We know that clients’ greatest retirement concern today is HEALTHCARE. And Long-Term Care (LTC) can be the most challenging and expensive piece of healthcare during someone’s retirement years. Join our meeting to learn more about LTC planning strategies – in just 45 minutes or so, you’ll walk away with a better understanding of the risk, candidates for these conversations , insurance solutions, and best practices for improving client outcomes.
-- Retirement planning & healthcare (“the why”)
-- Marketplace update
-- An overview of Insurance planning solutions (Traditional, Hybrid Life+LTC, Life Insurance with riders, etc.)
-- Overcoming client objections
-- Applying behavioral finance lessons to client conversations
-- Case studies (Individual & Corporate)