It must be a critical, integral part of every client’s retirement plan. Failing to effectively address the subject in a meaningful, personalized way risks the failure of every other financial, investment, retirement, and estate plan.
Before engaging clients in an effective planning process to address “long-term care” you need to understand what it is, and what it is not.
Marc Glickman interviews LTCi specialist Kerry Peabody about a client who was considering self-funding vs. long term care insurance risk transfer.
Marc Glickman interviews LTCi worksite expert Steve Cain about a recent large group win to bring LTCi planning to as many as 16,000 lives. We talk about the sales process for engaging stakeholders, participation rates, and other worksite considerations.
As Founding Sponsor, CLTC Supports NAIFA Objective of Advancing Thought, Awareness in LTC