Long-Term Care Client Conversations: Real Stories and Strategies
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Long-Term Care Client Conversations: Real Stories and Strategies
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What experience have you had either directly or indirectly when it comes to caring for an aging loved one? During this live recording from A Woman's Clarity® forum, we discuss the realities of long-term care and how to help your clients prepare for it with confidence, clarity, and compassion. Host Kirsten Schlumbohm sits down with Gina Ference, Managing Director of Partnership Development, and Drew Serzan, Head of Private Client and Executive Life Insurance Planning and Founding Partner at OneTeam Financial. Listen as Gina shares her two-year journey managing her mother's transition from independent living to assisted care. Drew Serzan from OneTeam Financial brings the advisor perspective, offering his proven conversation starter and coordination strategies. Discover the real-world insights and empathy-driven approach that makes difficult long-term care conversations possible with clients.
Resources:
- Book referenced: Nobody Wants Your Sh*t: The Art of Decluttering Before You Die by Messie Condo
Statistics:
- 70% of people after age 65 will need some type of long-term care