Why Panning Ahead Matters

• Example: “When my aunt passed away unexpectedly…”

• Stat: 60% of seniors don’t have a plan in place

• Set the tone: Peace of mind, not fear.

Top 3 Financial Risks, Facing Seniors Today!

• Outliving savings

• Leaving loved ones with debt or final expenses

• Healthcare costs not covered by Medicare

Simple Solutions For Smart Seniors

• Coverage: What it is, average cost, and who it helps.

• Protection: Using life insurance or to create stability.

• Gaps: Overview of supplemental or advantage plans.

Don’t Let Your Family Guess—Let Them Know You Planned

• Encourage communication with family.

• Suggest organizing important documents.

What To Do Next

CTA: “Schedule Your Review”