Documenting a written strategy for extended care
As you may know, long-term care insurance isn’t the plan—insurance might help pay for the plan. This new worksheet can help clients think through and document their long-term care wishes. It can help discuss where care would be received and who would provide the care.
This worksheet should be completed no matter what the funding source. This is the family’s roadmap. We encourage couples to complete the worksheet individually and then compare notes.
This tool can help you, the financial advisor, to customize a funding plan as the client documents their concerns, family history and potential funding sources for the plan.
This resource can be downloaded below, or it can be found on TFLTCStore.com or on iPipeline’s FormsPipe.
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