top of page

Extended Care Planning

Advisor Resources

Help your clients take the guesswork out of extended care planning. 

Download our white-label ready resources below or contact us for versions customized to your logo and branding.

Extended Care Resources.png

Extended Care Planning Presentation

For advisors to present

​​

  • Explain extended care to clients

  • Guide clients through the potential consequences of care on their family

  • Review care options and funding strategies

  • Help clients create a proactive plan 

Extended Care Planning Workbook

For your clients to complete

​

  • Helps clients reflect on their personal or family experiences of care

  • Create a thoughtful and realistic care strategy

  • Guides your clients through the financial side of care and explores funding options

Extended Care Conversation Guide

For your clients to use

​

  • Tips to help clients prepare for sensitive care conversations with loved ones 

  • Checklists for before, during, and after the discussion

  • Guidance on involving the right people and aligning everyone on the plan 

Long-Term Care Tax Deductions Flowchart

For advisors to utilize​​​

​

  • Helps advisors determine deductibility based on specific client scenarios

  • Makes complex tax information accessible

  • Highlights how LTC tax benefits can provide substantial leverage for your clients

Make it yours!

Want these resources customized with your logo and branding? Connect with us!

bottom of page