Speaker: Philip Seibel President, Advanced Benefit Solutions
Description: Long Term Care planning involves more than just looking at insurance. There are many subjective and objective factors that play into a plan for clients. This presentation intends to outline some of the real life conversations in the planning process. Phil will also share options for clients and use real life scenarios as examples.
Takeaways:
1. Sample Client Conversations Around Long Term Care Planning
2. Sample Client Objectives with Long Term Care Planning
3. Options for Clients - With Insurance and Without Insurance 4. 2 Case Studies Around Long Term Care Events
Questions: Contact Sarah at admin@austinfpa.org.
Topic
Risk Management & Insurance Planning