Help Your Clients Make Smart and Responsible Decisions About Long-Term Care Planning…
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They’re vastly misinformed about their own vulnerabilities and risks…
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You can’t manage their retirement without a solid plan for covering their late-in-life care…
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They need to understand the big, unintended impacts on their family and their estate plans…
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You’re the best person to ensure they have some LTC plan
"Many clients would not talk about it when they were younger. They got older, develop health problems, then want to get LTC insurance, but then it's too late."
— Advisor respondent to Horsesmouth 2021 LTC survey.
Add Savvy LTC Planning to Your Client Education Program!
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Yes, I want to educate and service my clients and prospects with the Savvy Long-Term Care Planning client education program for $597 (plus tax and shipping).Your Savvy Long-Term Care Planning program includes:
CLIENT PRESENTATIONS
Getting Long-Term Care Planning Right: New Approaches for People at All Stages (FINRA-reviewed) ($297 value)
Client Presentation: 50+ ppt slides and script
Overview: This informative, action-oriented presentation is ideal for public presentations and one-on-one meetings. It’s supported by stories, data, and illustrations is designed to cover these main points:
Introduction: You’ll start your presentation by introducing the challenge people face around long-term care:
Problem: When it comes to planning a safe and secure retirement, long-term care (LTC) remains a confusing and unaddressed challenge to many people’s financial security.
Then you’ll continue your presentation with a group of slides that “unpack” the problem for your audience. You’ll help them start to recognize why they may have put off LTC planning and begin to see that it’s not as daunting or insolvable as some have thought.
You’ll touch on a range of issues about the consequences of NOT planning for long-term care.
As you lead them through four key ideas, they’ll come to see that the importance of LTC planning and that there are a variety of do-able solutions they had not previously considered. But by the end your presentation, they’ll know how to proceed thanks to you.
Key Points : During your presentation, which will take about 35 minutes, you’ll powerfully land four key ideas that reopen their minds to the idea that they can finally see a path to a smart, personalized approach to long-term care planning.
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Long-term care is MORE than just the popular image of an elderly person sitting alone in a nursing home. It’s a range of services designed to help people health and personal care needs. (The first key examines the big disconnect: Why people haven’t yet made plans for their likely needs late in life. It also explains the wide range of settings where people do receive long-term care.)
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Relying on Medicare or Medicaid is NOT a plan most people want to rely on for long-term care – and many aren't eligible, anyway . (This section of slides examines all the misconceptions about paying for long-term care.)
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Given historic problems with long-term care insurance, it’s understandable people have avoided making a plan . (This key examines how long-term care earned its difficult past reputation and how reforms have improved long-term care insurance.)
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New approaches to planning for long-term care address people’s skepticism and provide a wide range of flexible options for people at all stages of financial planning and health. (The final section steps your audience through a range of options people can utilize to address their long-term care needs.)
Solution: As you complete your presentation, you’ll invite clients to a complimentary “Long-Term Care Planning Overview Meeting.”
Presentation includes 50+ PowerPoint slides and 12-pages of notes.
4 Keys to Making a Difference in a Family Caregiving Challenge ($297 value):
Present to clients and your community.
Overview: This informative, action-oriented presentation is ideal for public presentations and one-on-one meetings. It’s supported by stories, data, and illustrations is designed to cover these main points:
Introduction: You’ll start your presentation with a group of slides that “unpack” the problem for your audience, so they recognize they’re not alone in a caregiving challenge. As you explore the range of issues families typically confront, they’ll realize that few families have prepared for the problems triggered by a caregiving crisis that endangers a loved one’s welfare and disrupts family harmony. But by the end your presentation, they’ll know how to proceed thanks to you.
Key Points: Then, during the body of your presentation, which will take about 25 minutes, you’ll powerfully land these four key ideas (each supported by slides that deliver data, stories, and illustrations):
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Your Loved One’s Good, Continued Care Will Suffer Without Planning: An examination of the challenges faced by families who find themselves in a caregiving crisis—or who foresee obvious future needs.
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Caregiving Always Impacts the Rest of the Family—That Needs Planning, too: A look at the variety of costs—financial, emotional, physical—that families and family caregivers endure.
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A Caregiving Plan MUST Address Personal, Medical, Legal and Financial Issues: A pointed look at the critical topics that arise, often previously unaddressed, that will need attention in a caregiving plan.
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Tapping Experts in Varying Ways Can Produce the Best Caregiving Plan and Protection for Families: A discussion of the range of ways different professionals can assist families in avoiding the worst aspects of a caregiving crisis and start sorting things out in a productive way.
Solution: After you finish delivering your fourth key idea, you’ll transition to finishing your presentation. "You should start building your caregiving plan now. Time is critical and it shouldn’t wait. I’d like to invite you to come meet with me for a complimentary review to identify your most important first steps. We’ll discuss your family’s current situation, and we’ll examine those critical personal, medical, legal, and financial issues. And you’ll leave with a custom checklist for your caregiving plan."
Presentation includes 50+ PowerPoint slides and 12-pages of notes.
PDF Handout
PRESENTATION HANDOUT (PDF)
Getting Long-Term Care Planning Right: New Approaches for People at All Stages (PDF) (FINRA-reviewed)
We want your presentation to be memorable and repeatable for those who attend. That’s why we supply you with a PDF handout that acts as presentation notes your audience can take away. Customize it with your own branding and contact info. Include a link to it during webinars. Print it out for in-person presentations.
CLIENT REFERENCE (PDF)
Client Reference
Long-Term Care (LTC) Planning Options. Smart Approaches for People at All Stages (PDF) ($297 value)
After you finish this presentation, you can use the LTC Planning Options client reference to give to clients as you lead people in a discussion about their LTC planning. This branded PDF is ready for instant use with clients and prospects starting right now. You can also print it out and mail or hand out to clients and prospects.
Reference Guide
The Family Guide to Caregiving. ($297 value)
This handout (50 copies) is a 4-panel, 2-sided, and 8.5" x 11" laminated reference to distribute to clients and prospects. It explains key personal, medical, legal, and financial concepts that need addressing in a caregiving plan.
Checklist
FIRST MEETING CHECKLIST (PDF)
Savvy Long-Term Care Planning First Meeting Guide (PDF) ($47 value)
This downloadable checklist gives you a framework for conducting any one-on-one meeting with a client or prospect looking to develop a LTC plan. It includes
Marketing Toolkit
MARKETING TOOLKIT
Savvy Long-Term Care Planning Marketing Toolkit ($299 value)
Use this guide to organize the marketing and delivery of your Savvy LTC Planning presentation: FINRA-reviewed. PDF templates to publicize and host your workshop including email invitation, poster, postcard, press release, agenda, and evaluation/appointment form.
Savvy Caregiving Marketing Toolkit. Use this guide to organize the marketing and delivery of your Savvy Caregiving presentations. ($299 value)
FINRA-reviewed. PDF templates to publicize and host your workshop including email invitation, poster, postcards, press release, agenda, evaluation/appointment form.
FA Guide
PRESENTATION USER'S MANUAL
The Financial Advisor's Guide to Savvy Long-Term Care Planning ($299 value)
This 100+ pages user's manual helps you quickly get comfortable and knowledgeable about this long-term care planning presentation. The guide takes you step by step through the slides including the actual slides, script for that slide, background information and resources, and FAQs.
ARTICLE REPRINTS
Reprints
Long-Term Care Planning and Retirement-Related Article Reprints (PDF) ($1,164 value)
Brand these article reprints with your contact information, photo and logo to create a client touch that's both instructive and memorable. Post to your website, email newsletter, and social media. Or get them printed and mail them in a drip marketing campaign!
MEMBER WEBSITE
Subscriber-Only Website
A complete subscriber-only website gives you instant access to all the Savvy Long-Term Care Planning resources including presentation slides, notes, marketing materials and more.
Become a subscriber of our Savvy Long-Term Care Planning program for only $597!
Your Savvy Long-Term Care Planning 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. To save you time, your subscription will be renewed at the end of its term at $597 and you’ll receive the latest, updated version of the program, plus 50 copies of the Savvy Caregiving guide. (You can cancel anytime.) You will receive a reminder from us two weeks before your credit card is charged, so you have time to update your card information.
Our online process is secure and you can safely provide your credit card information in the form below.
Request a Desktop Demo for Savvy Long-Term Care Planning:
Demo includes:
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First Meeting Guide
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Best of Caregiving Resources Guide
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Webinars: Getting Long-Term Care Planning Right, etc.
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Presentations: Getting Long-Term Care Planning Right, etc.
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Marketing Toolkit
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Article Reprints
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Client Reference Handout
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Private website access to all resources and materials
Click here to sign up or call (888) 336-6884 ext. 1
Risk-Free GUARANTEE for Savvy Long-Term Care Planning
We think this program is so important to your community, your clients, and your success, that we’re trying to make it as easy for you as possible to gain this valuable knowledge. Use Savvy Long-Term Care Planning with your clients and prospects. Boomers continue to face challenges with their elderly parents and among themselves. They are the original sandwich generation and need help responding to the LTC challenge.
By helping people better understand how a long-term care plan can keep their loved ones safe, their assets protected, and maintain some semblance of family harmony, you'll be helping them achieve a small "peace of mind." That's why I urge you to obtain the Savvy and make this guarantee:
Learn the program. Present it to your clients and prospects. Use it one-on-one and in group settings—as a client education workshop. Do that for 12 months. If you're not finding that your clients and prospects are extremely grateful to have a competent, confident, and knowledgeable advisor guide them through the ins and outs of the long-term care planning process, we'll completely refund 100% of your purchase price—guaranteed, no questions asked. Just call and tell us you're returning all the materials to: Horsesmouth, c/o WebbMason, Inc., 10830 Gilroy Rd., Hunt Valley MD, 21031 Phone: 212-343-8760, Ext. 1.
About Horsesmouth
Since 1997, Horsesmouth has been helping financial professionals succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.
Your 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.
FOR INSTANT SERVICE Call Toll Free: 1-888-336-6884 ext. 1 (Outside U.S.: 1-212-343-8760)