End-of-Year Special—Save an Extra $100 (While Supplies Last)

Helpful Guidance You Can Offer Clients Who Face a Family Caregiving Challenge…

Add “The Family Guide to Caregiving” to your collection of useful handouts for clients

The
Reference Guide

Dear Advisor,

It’s inevitable that your clients will continue to face challenges relating to organizing and overseeing care for their eldest family members.

It’s a difficult, ongoing issue for nearly everyone in the boomer demographic.

No doubt you’ve already had significant exposure to this problem. Simple demographic trends tell us your clients will continue face caregiving crises.

That’s why we’ve created the Savvy Long-Term Care Planning program and that's why we’re making “The Family Guide to Caregiving” available for all advisors to use. Your clients will appreciate your thoughtfulness in taking on this topic and steering them in the right direction as they a create caregiving plan for their families.

Order Your Copies Today!

• Yes, please send me the client-handout reference pack (50) of The Family Guide to Caregiving for only $97 (save $100 while supplies last), so I have copies to share with pre-retirees.

This 4-panel, 2-sided, 8.5" x 11", reference guide for clients reinforces your expertise and helps to explain how every client can consider and put in place a family caregiving plan, including:

• How to start the conversation with a loved one
• Why it’s necessary to find out concerns, priorities, and preferences
• When to begin creating a plan
• How to ensure that medical needs are met
• How to integrate technology into the care of your family member
• Who will be the health care agent
• Who will have power of attorney
• What is a “digital vault”
• What government and private benefits are available
• Why insurance policies need to be reviewed
• How to protect against scams and hackers
• How to deal with estates, trusts, and assets
• What is a living will
• How to care for the caregiver
• How to create a caregiving team

6 Reasons to Give Clients the Family Guide to Caregiving

1. Because you're the expert. People want their advisor to be a source of important information and the Family Guide to Caregiving is just such an example.
2. Because it’s becoming a crisis. It is very likely that your clients will find themselves one of 30 million people having to care for an aging parent or disabled relative at some point. They need help navigating such overwhelming situations.
3. Because the guide demonstrates caregiving’s complexity. And that reinforces your value, the idea that it's important to have a full team of caregivers, especially for matters of income, wills, trusts, property and other assets, plus the range of personal and medical care issues.
4. Because it's a good "marketing touch." Pop a copy of the Guide in the mail, along with a cover letter, to all your clients who are of the age to soon be caring for their parents. They'll be impressed by your forward-thinking.
5. Because it's a perfect handout. Share with clients and prospects at meetings, workshops and other events where you need or want helpful material to share with others.
6. Because it demonstrates your commitment to keeping clients abreast of important information for life changes. And when people know you're committed to them and to your profession, that promotes loyalty and referrals.

The Family Guide to Caregiving fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information in the form below.

Our online process is secure and you can safely provide your credit card information in the form below.

About Horsesmouth

Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.

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