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Advisor Tool: Having a Productive Conversation About Long-Term Care Needs
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"Advisor Tool: Having a Productive Conversation About Long-Term Care Needs"

Your clients may not understand what their true medical and care needs will be in the future. Use this workbook to walk them through what to expect.

While your clients typically plan for their financial futures, they often overlook the costs associated with their care needs as they grow older. Your Baby Boomer clients are especially vulnerable at this point and often unprepared. They need you to help prepare them for the reality of aging and the unexpected demands they may face.

Download this workbook now to use as a tool with clients and guide their conversations about long-term care with both their loved ones and you. Topics covered include:

  • The facts about long-term care
  • Common misconceptions
  • The reality of risks
  • Critical aspects of a long-term care plan
  • And more!

You’ll also receive a checklist your clients can fill out and send back that will help you formulate the proper long-term care plan for them.  Ensure your clients are prepared for the future now!


Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.

Products, riders and features are subject to state availability. Limitations, exclusions, and reductions may apply. Long-term care benefit riders may not cover all costs associated with long-term care costs incurred by the insured during the coverage period. Accelerated death benefits may be taxable and may affect public assistance eligibility.

For agent or broker use only. Not for use with the public.


Offered Free by: Lincoln Financial Group
See All Resources from: Lincoln Financial Group


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