It’s estimated that only about 8% of the population are future-oriented planners who can contemplate the high risk and potential loss from a long-term care event and would consider planning for it. Despite that low number, insurance companies and financial advisors tend to create educational messages towards this small group of planners and ignore the vast majority of the population who can benefit from planning for care.
Join Tom Riekse, Managing Director of LTCI Partners, LLC, when he will share ways you can successfully motivate your older clients to financially plan for their long-term care and unexpected expenses in retirement. Tom will share ways, learned through behavioral finance examples, which can motivate this group of people to take action.
Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.