Getting clients with long-term care insurance to use it can be tricky. Here's how one advisor handles it.
A long-term care insurance veteran says relying on Medicaid nursing home benefits is a terrible LTC planning strategy.
The Nationwide executive says talking about LTC planning is also a great way to connect with financial professionals.
Sponsored by Orion Advisor Technology
Financial planning services help advisors differentiate themselves, improve client relationships, drive better outcomes, and more. So why don’t more advisors offer financial planning?
Sponsored by Smarsh
Learn how you can use text messaging to communicate while minimizing your firm’s compliance, legal, and reputational risk.
Don’t miss crucial news and insights you need to make informed investment advisory decisions. Join ThinkAdvisor.com now!
- Free unlimited access to ThinkAdvisor.com which provides advisors, like you, with comprehensive coverage of the products, services and trends necessary to guide your clients in making critical wealth, health and life decisions.
- Exclusive discounts on ALM and ThinkAdvisor events.
- Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com.
Copyright © 2019 ALM Media Properties, LLC. All Rights Reserved.