The LTC Conversation FSPs Can’t Ignore | Episode 15
Update: 2025-09-27
Description
How can financial services professionals (FSPs) protect their clients and their businesses from one of today’s most overlooked risks? The answer is having the long-term care (LTC) conversation.
In this episode, Rob Romesburg and guest, Brooke Tucker, dive deep into why long-term care planning is a crucial, yet often ignored, part of financial advising. They unpack the challenges families face without a plan, the myths that keep advisors from bringing it up, and the strategies you can use to confidently guide clients through this sensitive but essential topic.
You’ll learn how long-term care impacts retirement planning, why addressing it early strengthens trust with clients, and what steps advisors can take to make sure they aren’t leaving their clients vulnerable.
In this episode, Rob Romesburg and guest, Brooke Tucker, dive deep into why long-term care planning is a crucial, yet often ignored, part of financial advising. They unpack the challenges families face without a plan, the myths that keep advisors from bringing it up, and the strategies you can use to confidently guide clients through this sensitive but essential topic.
You’ll learn how long-term care impacts retirement planning, why addressing it early strengthens trust with clients, and what steps advisors can take to make sure they aren’t leaving their clients vulnerable.
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