FEATURED GUIDE: Common Long-Term Care (LTC) Products [January 2026]
🚨 FEATURED GUIDE: Common Long-Term Care (LTC) Products
Too many clients put off long-term care planning because the product landscape feels overwhelming.
The Common Long-Term Care (LTC) Products summary guide is designed to change that. It helps you walk clients through the options, from standalone policies to hybrid solutions, with clear explanations and guided comparisons.
What’s inside:
✅ A breakdown of product types and how they differ in cost, benefits, and structure
✅ Key considerations like underwriting, tax deductibility, and benefit duration
✅ Planning prompts to help tailor discussions to your client’s needs – and more!
👉 Become a member to access this guide and simplify LTC planning for you and your clients.
💡 How To Use This Guide:
Client Meetings:
Use this guide during client meetings to walk through LTC options in a structured, visual way. It helps clarify the differences and spark thoughtful questions.
Educational Leave-Behind:
Share a white-labeled version (available with Deluxe or Premier) after meetings to reinforce the conversation and outline next steps.
Email Touchpoint:
Proactively send to clients nearing retirement or with aging parents. It’s a helpful way to surface planning gaps and keep the conversation moving forward. Use the email starter copy to help introduce the guide.
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