Focus Opportunities

Profiling your book of business

Your clients are discussing long-term care. Make sure they start with you. With 98% of financial professionals saying they’ve had clients who have needed long-term care, having a comprehensive plan in place is more important than ever for your clients and their loved ones.
 

View our client profiles flier to help identify key clients in your book of business, then share our new webpages so your clients can explore the different life-stage considerations they are in.
 

• When to plan
• Client profiles financial professional flier

MoneyGuard Market Advantage^® case studies

Access our case studies to help financial professionals identify clients. Each example shows the specific goals and needs and provides a product design with values.
 

• High net worth
• Mass affluent
• Young professional
• High income earners