From Overlooked Risk to Written Strategy: A Foundational Approach to Extended Care Webinar
May 14 @ 1:00 pm – 2:00 pm CDT
Extended care is one of the biggest threats to retirement success—and one of the least planned for.
This combination of two of our most popular sessions shows you how to change that. First, we reveal how longevity and extended care risks collide, and how to model the real financial impact of a care event inside a retirement plan. Then we introduce a simple, foundational approach that helps clients see the risk, protect their income, and document a clear written strategy for care.
You’ll leave with practical talking points, an easy pivot from income planning to income protection, and a repeatable way to show that coverage can be simpler—and more affordable—than clients expect.
Bonus for LTCi Specialists:
Perfect for working with financial advisor referral partners. Help them understand the impact of care on retirement plans—then position yourself as the go-to resource to implement the solution.
