SANTA BARBARA ESTATE PLANNING COUNCIL

Most estate planning professionals have seen the recent studies or read the reports.  We know that clients’ greatest retirement concern today is HEALTHCARE.  And Long-Term Care (LTC) can be the most challenging and expensive piece of healthcare during someone’s retirement years.  Join our meeting to learn more about LTC planning strategies – in just 45 minutes or so, you’ll walk away with a better understanding of the risk, candidates for these conversations , insurance solutions, and best practices for improving client outcomes.

Discussion Highlights:
-- Retirement planning & healthcare (“the why”)
-- Marketplace update
-- An overview of Insurance planning solutions (Traditional, Hybrid Life+LTC, Life Insurance with riders, etc.)
-- Overcoming client objections
-- Applying behavioral finance lessons to client conversations
-- Case studies (Individual & Corporate)
-- Q&A