Help your clients understand the need for planning for late-in-life care using our two FINRA-reviewed PowerPoint presentations and associated marketing materials. These are available to current members of Savvy Long-Term Care Planning.
Become a member today
Your Savvy Long-Term Care Planning membership includes a license to deliver the following client education presentations:
Client Presentations (FINRA-reviewed)
Two customizable client education presentations, including:
- Getting Long-Term Care Planning Right: Smart Approaches for People at All Stages
- 4 Keys to Making a Difference in a Family Caregiving Challenge
We want your “Getting Long-Term Care Planning Right” presentation to be memorable and repeatable for those who attend. As a Savvy Long-Term Care Planning member, you’ll get a PDF handout that acts as presentation notes your audience can take away. Customize it with your own branding and contact info, include a link to it during webinars, and print it out for in-person presentations.
Additionally, you will have the materials to present “4 Keys to Making a Difference in a Family Caregiving Challenge” to CPAs/COIs and offer them one hour of CPE credit.