@NovaScotiaESM I’m in support of this but cautiously curious how we pay for it? I spent a lot of time presenting LTC insurance and the one risk to be watchful of is a return to asset based testing for seniors entering homes.
A great article worth reading. In her fifth point she suggests having a copy of the application ahead of the meeting. Many applications now are done electronically. It may hinder this point, however in that case always ensure you review the application afterward.
In 2020 you need to have a financial plan. Not just a linear plan that counts your savings and how much you need to retire. You need one built for resilience and the what-ifs of life. This year 2020 was a great example for that.
Need a plan? Let’s chat.
Now is a good time to review your life insurance and health insurance. We have non-face-to-face applications with many insurers. DM me if you want to chat.