Coffee Break with C2P: Navigating Long-Term Care Insurance Conversations & Solutions

Long-term care insurance may seem like a future concern, if at all, but for clients aged 65 and older, there’s a 70% chance they’ll need some type of long-term care services in their remaining years.* The time to have the long-term care conversation is now — before your clients, or really their beneficiaries need it.  Join host Kalem Mackey, CFP®, BPC, Executive VP of Insurance Distribution at C2P, and special guests, Ali Swofford PhD, CLU, ChFC, President of Prosperity Partners Wealth Management; and Carol Schmidlin, CFF, MRFC®, President of Franklin Planning, as they discuss the importance of having long-term care solutions in your client’s holistic financial plan. Listen in to learn how to approach this conversation with clients (most of whom won’t bring it up themselves), respond to their objections, and explore various strategies, including hybrid policies and tax benefits.

Source:

https://acl.gov/ltc/basic-needs/how-much-care-will-you-need