Marketing Materials

Promote your long-term care planning and caregiving presentations!

Savvy Long-Term Care Planning is an excellent way to grow your business. Several comprehensive and insightful marketing resources are available to members of Savvy Long-Term Care Planning.

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Savvy LTC Planning and Savvy Caregiving Toolkits

Marketing Toolkits

Organize the marketing and delivery of your long-term care planning and caregiving presentations with the 65+ page LTC toolkit and the FINRA-reviewed caregiving toolkit. These downloadable PDF guides are filled with tips, timelines, checklists, and templates to plan, deliver, and follow up on your events.

Long-Term Care (LTC) Planning Options Card

Long-Term Care Planning Options Card

Use the LTC Planning Options client reference to give to clients as you lead people in a discussion about their LTC planning. This branded PDF is ready for instant use with clients and prospects starting right now. You can also print it out and mail it or hand it out to clients and prospects.

Savvy LTC Customizable Marketing Materials

Customizable Postcards and Posters

Add your photo, logo, and contact information to a FINRA-reviewed postcard or poster for marketing purposes. Download PDFs for free and take them to your local printer.


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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