Long-Term Care Planning Strategies (LTCPS), 2024
The LTCPS Client Data Card is the perfect professional tool to educate clients on essential long-term care planning strategies. Printed on premium, branded 110lb heavy cardstock, these 8.5 x 11 double-sided cards are ideal for handing out in person or including in marketing campaigns. This client-facing material reinforces your reputation as a knowledgeable, client-centered professional, dedicated to delivering forward-thinking financial solutions.
Information Included (Front & Back):
- Traditional Long-Term Care Insurance: Coverage and benefits overview
- Annuities with Long-Term Care Benefits: Enhanced options for LTC expenses
- Life Insurance with Long-Term Care Benefits: “Hybrid” options combining life insurance and LTC
- Reverse Mortgages & HELOCs: Leveraging home equity for LTC needs
- Existing Life Insurance Solutions: Utilizing current policies for long-term care
- Health Savings Accounts (HSAs): Tax-advantaged savings for LTC
- Self-Funded LTC Plans: Saving, investing, and liquidating assets for future care
- Medicaid Eligibility and Benefits: State-funded coverage options
This carefully crafted handout covers every stage of long-term care planning and empowers clients to make informed decisions. The card provides clear, concise breakdowns of options available for both immediate and future long-term care needs.
LTC information is updated for the 2024 planning year.
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