Meeting Guides

Savvy LTC Planning First Meeting Guides

First Meeting Guides

These two downloadable guides will provide you with a range of resources to choose from as you meet with clients and prospects looking to develop a long-term care plan or discuss caregiving.

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Savvy Caregiving First Meeting Guide

Best of Caregiving Resources Guide

This guide will give you some useful forms and excerpts from resources created by top caregiving organizations. It includes needs assessment questionnaires, checklists, templates, and other helpful tools.


This material is provided exclusively for use by individuals with an active license to the Savvy Long-Term Care Planning Program. Use of this material is subject to the Savvy Caregiving For Boomers Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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