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

Join Dan Peterson, LLIF, LUTCF, FIC, as he walks through E4IS’s Long-Term Care Pre-Screening Process and reflexive form. Learn how this simple, secure tool helps gather key client information before the meeting, making LTC conversations easier, meetings more productive, and recommendations more personalized. Dan will demonstrate how you, as an advisor, can seamlessly incorporate this streamlined process into your existing review meetings to create better client outcomes and a more efficient planning experience.