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ELDERCARE: Action steps for your business

HERITAGE PLANNING > ELDERCARE
UNDERSTAND 1
CONNECT
  • Help clients assess their existing or potential caregiving needs.
  • Consider eldercare issues and expenses in their overall long-term investment strategies.
  • Introduce options for addressing health, home, and financial issues related to caregiving.
2
DELIVER Provide materials and information that help clients
  • know the steps to take to pursue a sound financial situation for their aging relative
  • offer eldercare options, such as health and household services and choosing a senior residence
  • understand the ins and outs of Medicare
3
PRODUCTS & STRATEGIES
Asset Allocation Funds
Provides convenient access to a broadly diversified, professionally managed portfolio of underlying MFS funds in a single investment and is rebalanced
      Sales tools
Family of Funds
Help clients create their own long-term portfolios of individual MFS mutual funds
      Overview
Build your referral network: Attorneys
Partner with attorneys to help provide legal services to your clients, including strategies for seeking wealth preservation, minimizing taxes, gifting, and legacy planning
    Prospecting letter
Build your referral network: CPAs
Partner with accountants to help provide your clients with tax-planning and accounting services
    Prospecting letter
4