As we are aware by now, the lack of proper planning for a client's potential extended health care needs can destroy an individual’s assets and may require their family members to reimburse the state for government-provided services; as well as privately provided benefits via the Filial rule that is now in effect in Pennsylvania, as well as in other states that have recovery laws.
Clients may not want to acknowledge the fact that 70% of people over the age of 65 will require some level of Long Term Care in their lifetime, but as advisors, we have a responsibility to present and implement solutions that are in the best interest of our clients.
Contact USI for assistance with presenting LTC solutions to your clients!
Call 215-540-4470 or email info@undspec.com