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Since much of elder care is provided by informal caregivers, the conversation isn’t just about them - it’s about their loved ones as well.
Planning conversations should be focused around closing this important gap in customers’ financial planning, and doing so in a way that can help customers maintain their financial independence, and make a difficult situation easier for their family.
Review the attached materials on the right for more advice on how to start and lead conversations about elder care planning. Having these conversations can lead to more satisfied, loyal, and well-prepared customers.
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