“Long-Term Care Planning Is Still a Great Way to Connect With Clients: Kristi Rodriguez”

Long-Term Care Planning Is Still a Great Way to Connect With Clients: Kristi Rodriguez,” by Allison Bell, ThinkAdvisor

“Long-Term Care Planning Is Still a Great Way to Connect With Clients: Kristi Rodriguez,” by Allison Bell, ThinkAdvisor

Quote: “Rodriguez is now vice president for thought leadership at Nationwide Financial. She oversees the company’s Nationwide Retirement Institute think tank program, advanced consulting, practice management, and training and development teams. … Here are three things Rodriguez said about LTC planning, drawn from her remarks during that visit.

  1. Few consumers, or financial advisors, jump to talk about LTC planning. …
  2. Many advisors are hungry for information about LTC planning. …
  3. A LTC planning conversation may be a great time to bring up LTC funding ideas.”

LTC Comment (from Stephen A. Moses, President, Center for Long-Term Care Reform):

A good question for Rodriguez’s “Retirement Institute” would be “why are consumers and financial advisors so reluctant to think about LTC planning if the risk and cost are so great?” The Center for Long-Term Care Reform has the answer and the solution.