NAIFA's Limited & Extended Care Planning Center

Client Needs Questionnaire

Written by ASH Brokerage | 6/5/19 3:00 PM

It is sometimes very effective to use a questionnaire to start the conversation about preparedness or qualifying for extended or long term care. Or, use this questionnaire with your clients to help you determine which product and design to recommend for them. ASH Brokerage has many tools so contact them for the ones that will help you to grow your practice.

Download Target's questionnaire (PDF)