Long-term care planning begins with a conversation

Most people are familiar with the challenges of long-term care, either through a personal caregiving experience or through someone they know.1 However, it may still be challenging for people to consider their own plans should they need some care one day. Fortunately, advisors are in an excellent position to start a long-term care discussion with clients as part of their retirement planning, when clients are in good health and especially before they need care.

We’ve prepared several tools to help you and your clients have the conversation.

Register using the form below to gain full access to these tools

Use the tools to help you engage clients on long-term care

10 reasons why client flier

ICC version for use in all states except AZ, CA, CT, DC, DE, FL, HI, IN, MT, ND, NJ, NY, SD, and VI.

Non-ICC version for use in AZ, CT, DC, DE, HI, IN, MT, ND, NJ, SD, and VI.

Give this fillable workbook to your clients before you meet, so they can be ready to discuss their plans.

Client workbook

ICC version for use in all states except AZ, CA, CT, DC, DE, FL, HI, IN, MT, ND, NJ, NY, SD, and VI.

Non-ICC version for use in AZ, CT, DC, DE, HI, IN, MT, ND, NJ, SD, and VI.

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Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately responsible for their own financial and contractual obligations.

Products issued by The Lincoln National Life Insurance Company, Fort Wayne, IN and Lincoln Life & Annuity Company of New York, Syracuse, NY, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so.

All guarantees and benefits of the insurance policy are subject to the claims-paying ability of the issuing insurance company. They are not backed by the broker-dealer and/or insurance agency selling the policy, or any affiliates of those entities other than the issuing company affiliates, and none makes any representations or guarantees regarding the claims-paying ability of the issuer.

Products, riders and features are subject to state availability. Limitations, exclusions, and/or reductions may apply.  Check state availability. Long-term care benefit riders may not cover all costs associated with long-term care costs incurred by the insured during the coverage period.

Accelerated death benefits may be taxable and may affect public assistance eligibility.

For agent or broker use only. Not for use with the public.