Hybrid LTC policies can minimize the financial risk and familial consequences associated with self-insuring. Plus, they allow you to earmark off a portion of your clients' portfolio to protect the rest.
It seems like every day the question is asked by financial professionals…“What’s the best care planning solution?” And while it’d be nice to give an absolute answer, the optimal solution varies from client to client.
Alecia breaks down a unique concept called "layering" for younger clients interested in protecting themselves from LTC events before it's too late (and more expensive).
Care planning solutions are often overlooked by financial professionals for several reasons. Here’s why making care planning a core offering in your practice can be vital to your future success.