Helpful guidance you can offer clients who face a family caregiving challenge...
Add The Family Guide to Caregiving to your collection of useful handouts for clients.
Yes, please send me the 2026 client-handout reference pack (50) of The Family Guide to Caregiving for only $217 (save $80), so I have copies on hand in the office to share with clients and prospects.
The Reference Guide
Dear Advisor,
It’s inevitable that your clients will face challenges related to organizing and overseeing care for aging family members.
It’s a difficult, ongoing issue for nearly everyone in the boomer demographic.
No doubt you’ve already seen this problem firsthand. Simple demographic trends tell us your clients will continue to face caregiving crises.
That’s why we created the Savvy Long-Term Care Planning program, and why we’re making The Family Guide to Caregiving available for all advisors to use. Your clients will appreciate your thoughtfulness in taking on this topic and helping them create a caregiving plan for their families.
The Ultimate Takeaway for Clients Facing Caregiving Challenges
Give clients a practical, reassuring resource they can use to organize a family caregiving plan.
-
How to start the conversation with a loved one
-
Why it’s important to understand concerns, priorities, and preferences
-
When to begin creating a plan
-
How to ensure medical needs are met
-
How to integrate technology into care
-
Who will serve as healthcare agent
-
Who will have power of attorney
-
What a digital vault is
-
What government and private benefits may be available
-
Why insurance policies should be reviewed
-
How to protect against scams and hackers
-
How to deal with estates, trusts, and assets
-
What a living will is
-
How to care for the caregiver
-
How to create a caregiving team
6 Reasons to Give Clients the Family Guide to Caregiving
-
Because you’re the expert. People want their advisor to be a source of important information, and this guide is a perfect example.
-
Because it’s becoming a crisis. Many clients will find themselves caring for an aging parent or disabled relative and need help navigating overwhelming situations.
-
Because the guide demonstrates caregiving’s complexity. It reinforces your value and the importance of having a full support team in place.
-
Because it’s a good marketing touch. Mail it with a cover letter to clients likely to face caregiving responsibilities. They’ll appreciate your forward-thinking.
-
Because it’s a perfect handout. Share it at meetings, workshops, and events where helpful material makes a lasting impression.
-
Because it demonstrates your commitment. Keeping clients informed through life changes builds loyalty and referrals.
Order Your Copies Today
The Family Guide to Caregiving is a practical, easy-to-share resource for clients and prospects.
Order your client handout pack today—that’s 50 copies of The Family Guide to Caregiving for just $217.
Printed Hard Copies
Quantities and Discounts |
|
Qty. |
Price |
Price per unit |
% of Savings |
|
50 |
$217 |
4.34 |
27% |
|
100 |
$388 |
3.88 |
35% |
|
150 |
$532 |
3.55 |
40% |
|
200 |
$684 |
3.42 |
42% |
|
300 |
$968 |
3.23 |
46% |
|
400 |
$1,262 |
3.16 |
47% |
|
500 |
$1,512 |
3.02 |
49% |
The Family Guide to Caregiving fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information in the form below.
About Horsesmouth
Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.
FOR INSTANT SERVICE, Call Toll Free: 1-888-336-6884 ext 1 (Outside U.S.: 1-212-343-8760)
Or simply fax this form to: 212-363-9526