Long-Term Care Planning Guide

A Guide to Help Support Your Clients' Goals

A successful retirement plan goes beyond investment strategy—it includes preparing for life’s potential health and personal care needs. With nearly 70% of those over 65 expected to need long-term care1, this guide provides your clients with the foundational knowledge to make informed choices about their future. 

Covering key elements of long-term care planning, including what it is, who needs it, average costs, insurance options, and the benefits of planning for long-term care, this guide gives you a reliable resource to discuss with clients as they consider their personal care needs. Through practical scenarios and expert insights, your clients can envision how planning today will protect their financial legacy and provide peace of mind. Share this guide as part of your comprehensive approach to retirement planning and help clients face the future confidently.

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What You'll Discover

  • Various types of long-term care options and associated costs.
  • Key facts and statistics to guide meaningful discussions with clients about future care needs.
  • Insights into common misconceptions that may impact client planning decisions.
  • A tool to introduce long-term care into retirement planning conversations.

Who Should Read This?

  • Pre-retirees and retirees focused on safeguarding their assets.
  • Individuals interested in ensuring control over future care options.
  • Families looking to understand the financial and personal impact of long-term care.
  • Financial advisors seeking insights to guide their clients on long-term care strategies.
Senior Couple Reviewing Retirement Plan With Financial Advisor in Office Setting

Support Your Clients' Long-Term Care Journey

Planning for long-term care can be challenging, but it’s an essential component of comprehensive financial advice. This guide enables advisors to educate clients on the reality of potential care needs. With the right information, advisors can help clients confidently navigate long-term care considerations, adding value to the client relationship and enhancing their peace of mind.

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Empower Client Conversations

Access this valuable guide to long-term care planning and share it with clients to help provide clarity and confidence in their retirement planning.

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¹LongTermCare.gov