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 flyer 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 flyer

This material is for informational or educational purposes only and is not intended as legal, tax estate or investment advice. Individuals should consult an independent financial professional as to any legal, tax, accounting, estate or investment-related statements made herein.

For financial professional use only. Not for use with the public.