We’re pleased to introduce a new piece in our 6-step Foundational Plan approach. This advisor-facing brochure is meant to help advisors get comfortable with an easy conversation that is simple and affordable.
This two-sided flyer is used in Steps 2 and 3 of the Foundational Plan approach and provides a high-level overview of Extended Care planning and shows sample premiums for a co-funding approach on the back. Consumer versions are currently in state filing and should be available in the near future.
Meanwhile, this advisor resource is meant for you to practice this new approach so you’re ready when the consumer approved version arrives. This tool should not be used with clients as the wording is slightly different, speaking to advisors.
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