The Care Crisis Your Clients Aren’t Talking About
WHY ASSET-BASED LTC DESERVES A PLACE IN YOUR PLANNING PLAYBOOK Long-term care (LTC) is one of the most overlooked threats to a retirement portfolio. Advisors often focus on market volatility, taxes, and estate transitions — but few give equal weight to the financial shock a care event can cause. The statistics are hard to ignore: […]
‘Tis the Season to Talk Life Insurance and Long-Term Care
Autumn ushers in the holiday season — a perfect opportunity to revisit important conversations about insurance reviews and long-term care (LTC). Regular policy reviews ensure that your clients’ financial strategies evolve alongside their lives. Reviews before the holidays give your clients time for more perspective. Either way, ensuring your clients are well-protected and on track […]