Family gathers around kitchen counter

Prepare for
Long-Term Care
Conversations

    

Headshot of Matt Berger VP, Client Strategies Lincoln Financial
Plan with purpose.

Join Lincoln’s VP of Client Investment Strategies as he breaks down how today’s market environment is shaping LTC planning and walks through trends that can translate into more informed client conversations.

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Moments matter. So does an LTC plan.

We're focused on three topics that can help you guide more meaningful client conversations.

 

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Healthcare

Understanding and preparing for healthcare costs and needs in retirement.

Check out Peter Stahl’s client approved videos on retirement healthcare that spark LTC conversations

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Wealth Care

How long-term care planning fits within a client's broader financial strategy.

See Moshe Milevsky discuss the misconceptions about LTC planning and how to tax efficiently mitigate risk for clients

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Self-Care

The personal and emotional side of long-term care planning — supporting more thoughtful conversations around care with your clients.

Watch how key moments that matter can create a ripple effect that impacts a client’s financial goals

Patrick Monaghan, Regional Marketing Director, MoneyGuard Solutions, Lincoln Financial
Why Lincoln for LTC?

35+ years of care. Designed for your clients.

For over 35 years, Lincoln Financial has been committed to helping clients plan for long-term care expenses. Partnering with MoneyGuard® solutions is about deepening relationships across generations and preserving assets for your clients with tax efficiency

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