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Dec 1, 2022 • LTCI Partners

CLTC - New Client Engagement Tool

Check out this New Client Engagement Tool from CLTC.

It's a new resource to help you initiate and manage Long-Term Care planning conversations with clients and prospects. 

 

Document Highlights and Uses: 

  • A focus on extended care planning (though also discusses other important steps for later year planning)
  • This tool is not associated with a carrier, product, or distribution arm 
  • Share it with clients before a meeting to help jumpstart a future conversation
  • Use it as a guide during a planning meeting 
  • Leave it behind as a document for clients to work through with their family and loved ones. 

It's Your Life Planning Guide 


 

Written by LTCI Partners