November is Long-Term Care Awareness Month, and we want to help you start your month with all the tools you need! Shane Van Patten, CLTC, E4 Insurance Services Regional Vice President has been helping Financial Professionals proactively integrate insurance into their practices for the past 17+ years.
After both of his parents had long-term care events in their 60’s (with no plans in place), Van Patten has since shifted much of his focus and attention to coaching Financial Professionals on how to have a more comfortable and engaged long-term care planning conversation with their clients.
This discussion will outline (from start to finish) the best practices in long-term planning. Topics specifically covered will be how to identify an ideal client, what is considered a good entry point into a conversation, how to create a Plan of Care, as well as how to fund the plan!
