If you have heard my Care Solutions”dog and pony”, I set things up in the present tense with one question.
“If you your health was compromised severely enough to require substantial assistance during your recovery, how would you pay for it?”
No matter what your clients tell you, they are sharing their current and likely future extended healthcare funding plan with you.
This is the opportunity to discuss their defensive strategy and using the leverage that is found in our Care Solutions portfolio.
Look at this funding sources graphic. Virtually any funding strategy can be used to provide your clients’ with tax-free LTC benefits.