Research shows that female clients — more so than male counterparts — understand the importance of long-term care planning, and are willing to share decision-making responsibilities with their advisors. Women also are less likely to research financial products on their own, which suggests that they rely on their advisors to help them make informed choices.1
Help the female clients in your practice understand the risks and challenges that a long-term care event could pose to their life and their loved ones. Use these new planning resources to find prospects and engage female clients in long-term care planning discussions.
Find prospects in your book of business: Know Your Clients
Discover effective approaches to the long-term care conversation: Start the Conversation
Consider the advantages of planning with Lincoln MoneyGuard® solutions. It offers benefits even if your clients never need care, and features flexible premium options, which give clients the ability to stretch their payments for up to 25 years.
1LIMRA Secure Retirement Institute, “The Road Ahead, Building Female Client Relationships to Last,” 2017.