Adding Asset Care into Your Story

Every client you talk to has a story. Where they’ve been, where they’re going and how they’ll get there all factor into the strategy that you’ve helped them put in place for retirement. Even though we all have a different idea of what retirement looks like, unplanned health expenses are a common risk we all could face. That’s where Asset Care comes in.  

Meet Andy and Becky

Retirement is in sight for both Andy and Becky. While they feel good about their retirement strategy, the possibility of a long-term care event has never crossed their minds. How would they pay

for it?
 

 Meet Lisa

A rewarding career has always come first and while that career has provided her with the opportunity to plan well for retirement, there is one thing she hasn’t planned for: who would help care for her if long-term care was necessary?
 

 Meet Michael

15 years ago, Michael’s father passed away after a lengthy illness. His mother had no choice but to dip into her assets to help pay for care. The experience changed Michael’s outlook–and strategy–not only for his own retirement, but for his mother as well.
 

 Meet Thorpe

When an elderly loved one needs care, but doesn’t have may options due to financial strain, it makes it difficult for everyone, especially the caregiver. Thorpe has power of attorney over his father and is taking on much of the care himself. Navigating his father’s care has made him reconsider his own situation–what would happen if his health became an issue?

You’ve no doubt heard similar stories when talking to your own clients. Asset Care provides an asset-based, long-term care solution based on whole life insurance. When added to their overall financial strategy it can help protect their retirement. Get to know what’s possible with Asset Care, and let’s help write the next chapter in your client’s story.