Quick questionnaire for LTC/CI
When it comes to helping your clients prepare for long-term care (LTC) and chronic illness (CI), it can be hard to know where to begin. This short fact finder can guide you through the conversation. These questions will help you get to know your client and learn more about their retirement goals and concerns, helping to lay the foundation for a strategy custom-tailored to fit their unique situation.
SecureCare Fact Finder Questionnaire
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