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Most clients say they want to receive care in their homes. But they also say they don’t want to be a burden on family or friends.
Both goals are understandable and maybe in conflict when care is needed. As with so many things in life, it can be wise to be careful of what we wish for.
Three Compelling Reasons Why Planning for Care is in Your Client's Best Interest:
Having a plan for long-term care can help ensure that clients: don’t overburden loved ones; maintain their lifestyle, for themselves and their partner; and maintain future financial security.
The Certification for Long-Term Care has produced a fact sheet, "A Teachable Moment: The Power of Starting a Conversation," to help advisors start conversations with clients about the importance of extended care planning. It offers facts and statistics that emphasize the importance of planning.
The National Association of Insurance and Financial Advisors (NAIFA) and the Certification for Long Term Care (CLTC) announce a new series of preparatory classes for NAIFA members. The new virtual series and exam will allow more NAIFA members to earn their CLTC designation. The class series is the latest byproduct of the strong partnership between NAIFA and CLTC.
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