In celebration of Long-Term Care (LTC) Awareness Month, we’ve collected some of our most helpful resources to open the LTC conversation with clients. These robust sales materials not only offer insight into longevity planning but provide ready-to-share communications to help clients understand the importance of LTC and the financial protection it offers.
“Say This, Not That” Resource
Knowing the best way to frame the LTC conversation may mean the difference between a hesitant client and protecting a client’s hard-earned retirement income. Learn the best terminology to use with this insightful resource.
Listen and learn from our longevity planning experts as they discuss how to help clients understand the importance of LTC coverage and why delaying longevity planning can negatively impact their retirement savings.
- Podcast #1: Longevity Planning Conversation Starters
- Podcast #2: When Health Affects Wealth
- Podcast #3: Finding Longevity Planning Opportunities
Download these client-ready videos to emphasize the importance of LTC insurance. If clients have further questions, use the additional resources mentioned below to help clients determine the right LTC coverage for them.
- Video #1: Breaking It Down: The Basics of Long-Term Care Insurance
- Video #2: Breaking It Down: Longevity Planning Options
Additional Long-Term Care Resources
Here are some additional resources to help you open the LTC conversation and educate clients on the best options for
their personal situation. They include customizable client communications, client-ready marketing materials, and informative infographics.
All of these resources will help you and your clients explore why LTC is an important component of any retirement plan. And, when your clients are ready to move forward with coverage, our longevity planning experts are available—whether over the phone or virtual meeting—to walk you through the strategies, options, and products that may best suit your client’s needs and budget.
In the meantime, if you need more information on LTC planning strategies and products, please visit our website at www.highlandbrokerage.com/longevity-planning or contact your Highland Vice President.