Coming Soon to a State Near You - Long-term Care Trust Act

Coming Soon to a State Near You - Long-term Care Trust Act

If you haven’t heard already, the state of Washington implemented the Washington Long-Term Care Trust Act. The passage of this legislation is effective on January 1, 2022, and is the first of its kind.

Care Planning Annuity Infographic

Care Planning Annuity Infographic

When you’re looking for LTC funding opportunities, do you ever consider annuities? Annuities are among the most under-utilized assets for clients looking to fund LTC, especially when you consider how many different directions you can go to find the best solution. We created a handy infographic that’ll help you sift through options to find the best policy for your clients when reviewing funding opportunities.

LTC Prospecting Letter

LTC Prospecting Letter

We recommend sending out 5 letters to existing clients in your book of business each week to set appointments discussing care planning. Schedule a call with Alecia for more tips on how to prepare for these appointments.

Asset Identifier

Asset Identifier

When having the care planning conversation, use this resource to identify and document which asset(s) your clients prefer to spend down first if/when needed for an extended care event. Review and update during annual reviews as necessary. You may even uncover assets you weren’t aware of before.

3 Step Sales Process To Implementing Care Planning Into Your Practice

3 Step Sales Process To Implementing Care Planning Into Your Practice

In the last decade, there have been drastic changes to LTC products that give clients more options than ever, particularly in asset-based LTC. But if you’re new to care planning, becoming proficient in identifying and making product recommendations can be challenging. That’s why the FIG Care Planning Division developed a repeatable and straightforward product-agnostic process that can help you fully implement LTC into your practice—with the support of our in-house experts, of course.

Care Planning Infographic

Care Planning Infographic

What's the better fit, LTC or Life Insurance? Weigh your clients' Care Planning options with this handy infographic.

Gift of Love Whitepaper

Gift of Love Whitepaper

Retain your clients’ assets after they pass by embracing the multigenerational clientele. Most financial professionals are not targeting their clients’ younger family members because they do not know how. With new and innovative ways to engage these clients, you can the children and grandchildren involved in the process. Here’s one approach using care planning.