The Long-Term Care Pre-Screening Tool Every Advisor Should Use

Explore real-world success stories from advisors using E4IS’s Long-Term Care Pre-Screening Form!
Through actual case examples, you’ll see how the process helps uncover planning opportunities, create more productive LTC conversations, and better prepare advisors before client meetings. Whether you’re already using the form or just getting started, you’ll leave with practical ideas for making long-term care planning a more natural and effective part of your practice.