Let There Be L.I.F.E.
Significant medical expenses can impact a client’s retirement income planning; we want to help you start the conversation. We are pleased to share a new complete package of resources that should help you generate more business when discussing asset-based long-term care with existing and new clients.
Click the links below to access:
- A client-ready presentation: The presentation can be used during lunch and learns, client appreciation events, or 1:1 annual reviews. Each slide features the script in the notes section, and you’ll also see an interactive expense calculator.
- Instructions to make this truly yours: Learn how to brand this presentation with your firm logos to make this more unique to your business.
Suggested audience: We suggest using this for existing clients of yours who are 55–75.
Your life case design strategist can help with whatever detail is needed, including training or coaching of any kind. Maddy Gorby or Saul Hasranah are ready to help with any questions you may have to help take advantage of this significant resource.
For instance, a great way to begin the conversation is by completing the long-term care and life insurance section in the CFQ. Additionally, during reviews, question 7 of the review process prompts a natural conversation.
Let there be more L.I.F.E: Click here to read the latest issue of the L.I.F.E. Lessons Newsletter, where you’ll find guidance and fresh insights for driven professionals seeking to develop their life insurance business