NEW!! Custom Care Planning Service
In response to an increasing number of advisors who are asking about resources for clients with aging parents, we launched our Custom Care Planning Service at the recent LTC Conference in Toronto.
How it Works
If a client asks for support or information for aging parents, advisors now have a solution. Simply refer clients to our Custom Care Planning Service where they will receive:
- An assessment of their present situation: care goals, choices, funding options
- Recommendations for the future
- Information sheets prepared for special care challenges e.g. driving, home safety, dementia care, home care, facility care
- Referrals to care professionals as required
- An extensive resource list
 In addition, clients will receive their own copy of The Critical Illness/Long Term Care Planner
This fee-based service is time and cost effective for clients and delivers both a practical plan and peace of mind.
Enhance your professional integrity by expanding your personal touch not only to your clients, but to their entire families as well.
Download the Final Care Planning Card or contact Karen Henderson.(karenh@ltcplanningnetwork.com)
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Canada's First Long Term Care Conference October 21, 2009
It was a long time coming, but well worth the wait. Over 400 attendees benefited from a day filled with education and networking at the Mississauga Convention Centre. There was something for everyone. Session included:
- What Canadians Want as They Age
- LTC 101
- Intermediate LTC – Making It a Part of Your Practice
- LTC Underwriting
- Alzheimer's Disease
- Producer Panel
The day wrapped up with a reception and tradeshow; LTC Planning Network was proud to be a sponsor of the event.
Kudos go to Munich Re for taking the initiative to stage a much needed and appreciated event. A second conference is being planning for Quebec; for more information contact Helene Michaud (HMichaud@munichre.ca).
It's no secret that I advocate the inclusion of long term care planning into every financial/retirement plan. Below is an article I wrote for Advisor.ca to help advisors use a personal experience to increase their comfort with the long term care planning process.
Creating Your Own LTC Plan to Support Clients
Before you attempt to sell long-term-care (LTC) insurance, consider examining your own life and plan for your own care. This hands-on experience then provides the confidence needed to approach clients, and points out where the gaps are in your knowledge and planning process.
Since women are at the top of the risk list for needing long term care, meet an advisor named Mary. She is 49 years old and, like many others her age, she is asking herself the following questions:
- When will I (be able to) retire?
- Will I be able to afford inevitable uninsured retirement medical expenses?
- Who will I end up caring for: my parents, my in-laws, my spouse, my friends?
Mary is going to use her own eldercare experience to help define her personal long term care plan so she can better understand how to help her clients cope with aging and planning for care. Let's examine Mary's six-step process.
Click Creating your own LTC plan to support clients to read more.
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