Official Designbook for NFIS - 10 (1)

For insurance agents and financial professionals

Help clients take the first step in long-term care planning.

A thoughtful question can open an important conversation. Help clients explore their long-term care preferences, consider family support, and identify planning questions for the future.

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Start with what matters to the client.

Care preferences

What would they want their support to look like if their needs changed?

Family support

Who might be involved, and what responsibilities could they realistically take on?

Funding questions

What resources and options would need a closer look?

Start a meaningful conversation about long-term care.

Help clients explore their care preferences, family responsibilities, and questions about future care costs. Begin by listening to what matters most to them.

  • “Have you discussed your care preferences with your family?”
  • “Who would you want involved in planning?”
  • “What questions do you have about preparing for care costs?”

Connect with NFI to discuss how long-term care planning can fit into your client conversations.

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Let’s Talk About Long-Term Care Planning

Have questions about bringing long-term care planning into your client conversations? Complete the form below, and the NFI team will follow up.

NFI Solutions

Official Designbook for NFIS - 10 (1)

350 W Burnsville Parkway, Suite 360, Burnsville, MN 55337
info@nfisolutions.com

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For financial professional use only. Not intended for consumer distribution. Product availability and suitability vary by client circumstances and applicable requirements.

For financial professional use only. Not intended for consumer distribution. Product availability and suitability vary by client circumstances and applicable requirements.