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Limited and Extended Care Planning Collective

The LECP Collective empowers professionals to network with solution and service providers to share best practices, directly access subject matter experts, research, training and resources; and provide thought leadership so we may continue to address the changing needs of the market.

Client Needs Questionnaire

By ASH Brokerage on 6/5/19 11:00 AM

Topics: Financial Planning Planning in Advance Lifestyle Planning Voluntary Benefits Advanced Planning Technology Tools Sales & Marketing

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.

Download Target's questionnaire (PDF)

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