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LTC Say This Not That

Say This, Not That

Using the Most Effective Longevity Planning Terminology

We all know that choosing the right words can make the difference when trying to convert a hesitant client to a protected client. And because long-term care (LTC) can be a sensitive topic, it is especially important to choose words that open clients up to discussing longevity planning.

To help, we’ve compiled ways to engage clients on long-term care and how proper longevity planning can offer protection not just for their physical health, but their financial health as well.

Complete the form below to download the flyer now.

This material does not constitute tax, legal or accounting advice and neither Highland Capital Brokerage nor any of its agents, employees or registered representatives are in the business of offering such advice. It was not intended or written for use and cannot be used by any taxpayer for the purpose of avoiding any IRS penalty. It was written to support the marketing of the transactions or topics it addresses. Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.

This page is intended for agents and representatives only, and not to inform members of the general public. The information provided in the agents’ testimonials above may not be indicative of the experience of any end clients. The experiences and opinions are those of the financial professionals only.

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