How many of your clients know someone, or have themselves, had an experience with long-term care? The reality is that 52% of Americans will have a long-term care event at some point in their lives. If unplanned for, such an event can have a devastating impact emotionally, physically and financially. Because the likelihood is high and the impact severe, it is important that you have a conversation with EVERY client about long-term care. That is why CompEdge is here to help you navigate a long-term care conversation with ALL of your clients.
Get an EdgeThere are a myriad of questions to answer when considering long-term care. Should your client rely on medicaid, their assets/income or do they look at transferring the risk through the use of insurance? If insurance, then what is the right type & amount of coverage and how long is coverage needed? Will inflation be important and what additional benefits could the policy provide? There is a lot to consider and CompEdge is here to help advisors and their clients:
Leave it to us to help pave the way to determining what strategy(ies) will best help your clients protect against a long term care event.
Get an EdgeCompEdge Consultants can even be available for meetings to help reiterate the benefits of various strategies to your clients. We help make sure your clients walk away knowing that while the impact of a long-term care event can be devastating that they have taken the necessary steps to limit the impact to them and their loved ones.
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