Your Clients Want to Talk About Long-Term Care. Are You Bringing It Up?
Here’s a finding that should stop every financial advisor in their tracks: 92% of clients believe their financial professional should discuss long-term care planning with them. And 79% say it’s an expectation — not a nice-to-have. Yet only 45% of clients say they’ve actually had that conversation with their advisor.
Your Wealthy Clients Think They Can Self-Fund Long-Term Care. Here’s Why That’s a Harder Sell Than It Sounds
"You can afford to self-fund long-term care." It’s a line advisors hear — and sometimes say — to high net worth (HNW) clients. But according to Shawn Britt, CLU®, CLTC®, Director of LTC Initiatives at Nationwide Financial, being able to afford it doesn’t make it the right strategy.
EBRI Research Gives Advisors a Powerful Case for LTCi — Here’s What It Shows
The data from the Employee Benefit Research Institute (EBRI) makes one thing clear: caregiving is no longer a personal issue employees handle quietly at home. It’s a workplace crisis hiding in plain sight.
9 Tips for a Successful Long-Term Care Insurance Consultation
Most clients avoid the long-term care conversation. They think it’s about nursing homes. They say they’re too young, too healthy, or too busy. But with the right preparation, the LTCi discussion can be one of the most impactful meetings you’ll ever have.