Marketing Tool Kit
Why Talk to Clients About Long-Term Care?
Here are Three Good Reasons…and How to Do It!
Your clients (and their children) are counting on you to help identify and manage all financial risks that impact their portfolios. That includes the risk of spending legacy assets to pay for long-term care.
When you recommend suitable insurance, you:
- Protect assets under management
- Protect your client relationships from competitors
- Build a bridge to the next generation
Learn
more about "Why Talk to Clients About Long-Term Care?"Invitation to a Long-Term Care Risk Review Meeting
(May also be used as a discussion guide for telephone conversations)
One of my most important jobs is to help you to identify and manage financial risks. One of those risks has nothing to do with the market…
I refer to the financial risk of long-term care.
View
a SAMPLE "Invitation to a Long-Term Care Risk Review Meeting"Long-Term Care Questionnaries
Long-Term Care Suitability Guide
The financial risk of long term care is simply too great to ignore. Let's meet to review your options before your birthday. Please give me a call to schedule a convenient date.
Dear :
I am writing to make you aware of a serious financial risk that has nothing
to do with the market. I refer to the risk of needing long-term care.