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.
During the webinar, Mark will discuss:
Retirement Experts Network is an educational platform for financial professionals brought to you by Reverse Mortgage Funding LLC, a reverse mortgage lender.
This site and the information on it (the “Site”) is intended for financial professionals only, and is not intended for use by or distribution to consumers. Consumers should not rely on this site for retirement-planning or other advice and should consult with the appropriate financial professional.
This Site is provided for convenience only, and Reverse Mortgage Funding LLC and its affiliates (“RMF”) make no warranties concerning the accuracy or completeness of any of the information. Information is subject to change without notice, and RMF is under no obligation to provide updated information. Materials or statements made by a third party and located or posted on the Site are those of the third party and do not necessarily reflect the official policy or position of RMF. This is not financial, tax, compliance or legal advice and should not be taken or relied upon as such. Each individual should consult with his/her financial, tax, compliance or legal profession. Some information may contain paid or sponsored content or speakers. Mention of product, process or service shall not be construed as an endorsement or recommendation by RMF.
*This website has not been reviewed, approved, or issued by HUD, FHA, or any government agency. The company is not affiliated with or acting on behalf of or at the direction of HUD/FHA or any other government agency.
†Not tax advice. Consult a tax professional.
RMF is not licensed or registered to engage in mortgage loan origination activities in Hawaii or New York.
© 2018 Reverse Mortgage Funding LLC, 1455 Broad St., 2nd Floor, Bloomfield, NJ 07003, 1-888-494-0882. Company NMLS ID # 1019941. NMLS Consumer Access: www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/1019941