Providing the tools to start

the planning conversation

  • Did you know… 52% of Americans 65+ WILL NEED Long-Term Care*
  • 78% of Americans 45+ Don’t Have a Plan**

Providing the tools to start

the planning conversation

  • Did you know… 52% of Americans 65+ WILL NEED Long-Term Care*
  • 78% of Americans 45+ Don’t Have a Plan**

WE DON’T HAVE A PRODUCT PROBLEM, WE HAVE A PLANNING PROBLEM

Foundations is a NEW 4-hour virtual training course created by LTC planning specialists to help planners and advisors gain the confidence to open and manage long-term care conversations.

You can also earn continuing education credit as it is CE approved.

What you will learn:

  • Best practices for Integrating LTC Planning into Client Conversations

  • The Basics of Long-Term Care

  • The Impact of LTC on a Client’s Income and Family

  • How to Identify the Right Clients for a LTC Conversation

  • How to Avoid Common Mistakes

  • How to Create and Fund a Plan

What others are saying about Foundations

“Foundations helped me get organized for more productive conversations. I now know how to focus on creating a plan, tying it to the client’s goals and then solving the cash flow problem.”

“Foundations affirmed why these conversations need to happen with clients. It gave me more confidence to initiate the conversation, tie it to real-world consequences and not just rattle off statistics that won’t encourage action.”

“My three takeaways: How to integrate this into my practice, identify clients, and set expectations.”

Enroll in our next class today!

Protect your clients and your business for only $399.

*Long-term Services and Supports for Older Americans: Risks and Financing Research Brief | ASPE (hhs.gov)
**Survey Says: Americans Need to Catch Up on Long-Term Care Planning (thrivent.com)