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Hidden Truths About Retirement & Long Term Care: The Financial Advisors' Guide

By: Carolyn L. Rosenblatt, Dr Mikol Davis
Narrated by: Carolyn L. Rosenblatt
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Publisher's summary

First of its kind! This audiobook reveals the truths your clients need to know about the real cost of care in their retirement years. You have aging clients now, and their numbers will rise over time. This goes deeper into the risks of needing care, and the myth that Medicare of Medicaid will take care of what most people need as they age.

Written by aging-experts Carolyn Rosenblatt, RN, elder law attorney, and Dr. Mikol Davis, geriatric psychologist, it offers you a wealth of knowledge you will not find from within your own industry. If you, the financial professional, want to add value to what you offer clients and to distinguish yourself from robo advisors, you need to be well-informed with the facts any retired person must have.

Remove the vagueness from the discussion. Get some sample scripts on how to bring up the subject and the words to say to them. Stop using "average out-of-pocket medical costs a retired couple will spend in retirement" as a measure of what they will need. It is grossly inadequate to inform them about long-term care, which is not "medical" at all.

Don't wait to increase your comfort with the sticky issues no one wants to face - aging takes its toll. In listening to this audiobook, you will be able to navigate the conversation with skill and grace.

©2017 AgingInvestor.com (P)2017 AgingInvestor.com
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What listeners say about Hidden Truths About Retirement & Long Term Care: The Financial Advisors' Guide

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Much to think about, and good tools

The audio was read with a great voice, and the background was consistent. There were a few retakes that did not get edited out, and that was a little distracting.
I hope my parent's financial advisor has this information, and this book (and the right level of caring).

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Fantastic Insight

Fantastic insight for advisors. Many are not properly educated on the matter, and it is a major threat to client wealth that's taken years to build. I'd recommend this audio book to anyone who wants to learn more about financial challenges their clients will likely face and how to have the conversation about long term care.

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