Having the conversation with clients about creating a plan of care is not important…it’s critical for the viability of a retirement income plan. If you have struggled in the past to successfully engage a client in talking about long-term care, or if this is a new area you’re looking to grow in, we’ve some good news for you.
The majority of your clients will actively engage in the conversation if it’s done correctly!
Join us on as we discuss:
How to have a successful care planning conversation
Having the conversation with clients about creating a plan of care is not important…it’s critical for the viability of a retirement income plan. If you have struggled in the past to successfully engage a client in talking about long-term care, or if this is a new area you’re looking to grow in, we’ve some good news for you.
The majority of your clients will actively engage in the conversation if it’s done correctly!
Join us on as we discuss:
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