Have the LTC conversation
November is Long-Term Care Awareness Month
Kick off Long-Term Care Awareness Month and join Moshe Milevsky LIVE and have your pressing LTC questions answered. Long-term care solutions may help mitigate portfolio risk while also offering options to help protect against inflation, and potential for tax-advantaged growth and income-tax free benefits. Hear from Moshe Milevsky, professor, author and fintech entrepreneur, on how you can infuse tax-efficiency and income protection into your clients’ portfolios. Register now to join us on November 1st or watch the replay
Why LTC for clients
As people live longer and healthcare expenses continue to rise, the need for long-term care planning becomes more of a “when” than an “if” situation. By having a long-term care strategy in place earlier, you can help your clients better prepare for the tough financial, emotional and administrative decisions they and their loved ones may need to make.
Why LTC for financial professionals
9 in 10 clients surveyed say they expect financial professionals to lead the long-term care conversation. Use these resources to understand the value of long-term care planning to your clients, and your practice.
Additional resources
Explore additional resources to help you and your clients have meaningful long-term care planning conversations.