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77% of Financial Advisors Are Wrong About Long-Term Care Protection. Here's What They're Missing...
Is Your Practice Value at Risk?
Why Extended Care Events Could Be Your Biggest Business Blind Spot
The Hidden Threat
Studies indicate 7 in 10 individuals over 65 may require long-term care services
Average annual long-term care costs can exceed $100,000
Extended care events may significantly impact portfolio sustainability
What Your Clients Are Silently Wondering?
"What happens to my spouse if I need care?"
"Will my children have to become my caregivers?"
"How can I protect my retirement savings from care costs?"
"What if I never need long-term care - is my money just gone?"
Critical Practice Assessment
What percentage of your AUM represents clients over age 60?
How many of your top relationships involve couples over 65?
What impact would substantial asset outflows have on your practice value?
The Business Reality
Your most valuable clients are entering their highest-risk years
Traditional planning approaches may leave gaps in protection
Extended care needs can create sustained portfolio pressure
Practice valuations may be impacted by unexpected asset outflows
Professional Perspective
Many advisors find that incorporating long-term care planning discussions can enhance their client relationships
Asset-Based Long-Term Care: A Modern Approach to Protection, Comprehensive Solutions for Today's Planning Challenges
Features Available Through Select Asset-Based LTC Solutions:
Access to premium - Certain products offer return of premium options.
Death benefit protection - If care isn't needed, benefits may pass to beneficiaries.
Care flexibility - Options may include home care, facility care, or family
care.
Tax-efficient benefits - Benefits may be received tax-free when properly structured.
Simplified health qualification - Some products offer streamlined underwriting.
Premium certainty - Rates guaranteed to remain level
Strategic Planning Advantages
Wealth protection strategies
Business continuation options
Estate planning coordination
Asset protection opportunities
Supporting Your Practice. Protecting Your Clients.
Specialized Expertise in Asset-Based Long-Term Care Solutions
Why Partner with Amplify FA?
We focus exclusively on asset-based extended care solutions for clients ages 50-70 with $2M+ in investable assets.
Our specialized knowledge compliments your comprehensive advisory services
Planning Consideration
Understanding how asset-based LTC solutions may fit within a comprehensive retirement strategy can be valuable for both advisors and their clients.
Choose Your Service Model
Independent Planning Partnership
Maintain client relationship control
Access specialized support resources
Leverage technical expertise
Traditional compensation structure
Comprehensive planning tools
Collaborative Planning Alliance
Joint planning engagement options
Presentation support
Revenue sharing opportunities
Full implementation assistance
Our Commitment
We provide support to help protect both enterprise value and client wealth through specialized planning strategies.
Important Disclosures
U.S. Department of Health and Human Services, 2023
Genworth Cost of Care Survey, 2023
Features and benefits vary by carrier and product. Not all features available in all products or states.
Subject to terms and conditions of specific products.
Neither Amplify FA nor its representatives provide tax or legal advice. Consult qualified professionals.
Subject to proper licensing, registration, and agreement terms.
For financial professional use only.
Not for use with the public. Individual results may vary.
Insurance products issued by Amplify FA.
Guarantees subject to claims-paying ability of issuing insurer.
CA Insurance #0E40188
