Would your clients know how to fund a sudden long-term care event? They need your guidance to create a meaningful plan. Compare your clients to these four LTC client profiles to find the long-term care funding solutions that may work best.
• Young professionals, ages 40 to 55
• Pre-retirees, ages 55 to 65
• Retirees who want to refocus IRAs, RMDs and annuities
• Cash-strong clients, age 60-plus