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Horsesmouth Essential: Taking care of an elderly family member is a major commitment in terms of time, money, and emotion. Make sure your clients are prepared to handle the stresses before they’re caught off guard by a sudden accident or illness.
The over-85 age group is the fastest growing in America and many will not be able to rely on insurance to take care of their health care needs. When helping plan for the future of a client's elderly spouse or parent, it's important to keep all options open.
Horsesmouth Essential: Along with college and retirement, caregiving can take a big toll on a client’s finances. Help your clients shoulder the burden by offering these planning and elder-care resources. Not only will you provide welcome help to your clients, but you’ll cement your position within the family as a caring and compassionate advisor.
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Social Security and Medicare Workshop
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