Download a copy in Microsoft Word: Preapproch Letter for Existing Clients
Date
First and Last Name(s)
Address
City, State, Zip
Dear {First Name(s)}:
In the time that we have been doing business together, I’ve gained a lot of respect for the thoughtful and considered way you have addressed the issues of planning for your financial security and protecting your lifestyle. That is why I thought you might be interested in learning how long term care insurance can further safeguard your financial future.
There are two hot topics of conversation these days-the aging of America and discussions in congress about cuts in Medicare and Medicaid funding. And yet, what most people fail to understand is that Medicare’s coverage for long-term care is limited. Congress has already tightened eligibility requirements for Medicaid-federally sponsored assistance.
The handwriting is on the wall—paying for long term care is the responsibility of the person who needs care and his or her family. In today’s world, adult children are frequently unable to provide care due to: people living some distance from their natural caregiver, caregivers who are employed full time outside the home and not available to give care, and caregivers who are themselves older and at risk.
There is good news. Your purchase of a long-term care plan gives you:
- Real protection against the possibility of outliving assets,
- Flexibility to choose the type if coverage you want-home and community care as well as nursing care,
- The opportunity to make choices now that will preserve independence and quality of life when care is needed.
Let’s talk about your need for long term care insurance protection. I’ll give you a call next week.
Sincerely,
Agent’ s name
License #