It is sometimes very effective to use a questionnaire to start the conversation about preparedness or qualifying for extended or long term care. Or, use this questionnaire with your clients to help you determine which product and design to recommend for them. ASH Brokerage has many tools so contact them for the ones that will help you to grow your practice.
Client Needs Questionnaire
Topics: Financial Planning Planning in Advance Lifestyle Planning Voluntary Benefits Advanced Planning Technology Tools Sales & Marketing
The Purpose of Planning for Long Term Care
Topics: Long-Term Care Financial Planning Extended Care Planning in Advance
Starting the LTC Conversation with Your Parents
Although few of us want to broach the subject of what care Mom and Dad might need and where they should receive it, it’s a topic that isn’t going to go away.
This brochure offers tips about how to bring the subject up with a minimal amount of drama. Bringing it up early gives them time to work out the details before they begin to need help.
Topics: Long-Term Care Financial Planning Marketing Extended Care Planning in Advance Limited Care Sales & Marketing Consumers
Help Clients Organize What They’re Trying to Pass On
So, you've helped them with life insurance. What about helping beneficiaries understand what was passed on? Michael Babikian, CEO of LegacyShield, shares info on assisting beneficiaries.
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