Suzanne Scheer, J.D., CLTC

07/14/2026

What if understanding long-term care insurance was actually simple?

That's exactly what I'll show you in my upcoming free webinar, The Four L's of Long-Term Care Insurance.

We'll walk through the four principles that make long-term care planning easier to understand: Liquidity, Leverage, Legacy, and Love. These four concepts explain not only how long-term care insurance works, but why it can become one of the most meaningful parts of your financial plan.

If you've ever wondered whether long-term care insurance is right for you, this is a great place to start. My goal is to replace uncertainty with understanding, so you can make informed decisions with confidence.

Join me on July 28 at 7:00 p.m. Eastern.

Can't make it live? Register anyway, and I'll send you the replay after the webinar.

I hope you'll join me!

Register here: https://www.eventbrite.com/e/the-four-ls-of-long-term-care-insurance-tickets-1993746542579

07/13/2026

One of the more difficult conversations I have with couples is when one spouse qualifies for long-term care insurance and the other does not.

The next question is almost always: "Should the spouse who was approved still move forward?"My answer is usually yes. In fact, it may be even more important now.

A decline can be a reminder that our health can change unexpectedly and that opportunities to plan don't always last forever. If one spouse eventually needs care, having coverage for the other can help protect assets, preserve choices, and ease some of the financial and emotional burden on the family.

I know a decline can feel discouraging. But it doesn't necessarily end the planning conversation. Sometimes, it makes the conversation even more important.

If your family is facing this situation, I'd be happy to walk through your options with you. https://www.sgsinsurance.net/get-in-touch

07/10/2026

When it comes to long-term care planning, uncertainty is often what keeps people from taking the first step.

Questions about cost, coverage, timing, and whether long-term care insurance is even the right fit can feel overwhelming.

My goal has never been to pressure anyone into a decision. It's to help individuals and families replace uncertainty with understanding.

Because when you understand your options, you can make decisions with greater clarity, confidence, and peace of mind.

If you've been putting off the conversation because you're not sure where to begin, that's okay. Let's start exploring your options.

https://www.sgsinsurance.net/get-in-touch

07/09/2026

When people hear the words "long-term care planning," they often think about preparing for something they'd rather not imagine.

But that's never how I've viewed this work.

To me, long-term care planning is about protecting the life you've built, preserving the choices that matter most to you, and helping ensure that the people you love have clarity and support if difficult decisions ever arise.

It's not about expecting the worst.

It's about creating more flexibility, more confidence, and more peace of mind for whatever the future may bring.

If you've been wondering what a plan could look like for you and your family, I'd be honored to help you explore your options.

https://www.sgsinsurance.net/get-in-touch

07/08/2026

A thoughtful plan can provide your family with something invaluable: the confidence of knowing they're honoring your wishes.

When difficult moments arise, having a plan in place can provide clarity, preserve flexibility, and allow your family to spend less time making decisions and more time simply being together.

Planning ahead is an act of love that can make tomorrow easier for the people who matter most.

If you've been thinking about what a plan could look like for you and your family, I'd be honored to walk through your options with you. Let's start with a conversation.

https://www.sgsinsurance.net/get-in-touch

07/07/2026

I'd love for you to join us for what is always a thoughtful conversation with an inspiring group of women.

You don't need to read the book ahead of time to participate. Come for the conversation, the connections, and the opportunity to learn from one another.

I hope to see you there!

Join us on July 15th! We are excited to see Jill as the guest discussion leader for this regular event. Thank you to Suzanne and Jillian for inviting her. Grab the book today and we’ll see you there (PS if you don’t have time to read the book, join us anyway for what is sure to be a great discussion).

Thanks to The Wellness Extension and Suzanne Scheer, J.D., CLTC for inviting Jill Consor Beck as their guest!

Register here: https://www.eventbrite.com/e/business-minds-book-club-hosted-by-jillian-bernstein-and-suzanne-scheer-tickets-1990058572762

07/07/2026

If you missed my webinar last week on how to prepare for a future long-term care claim, I've got good news. The recording is now available.

If your parent or loved one has a long-term care insurance policy, there are important steps you can take today that can make things significantly easier if they ever need to use their coverage.

In this webinar, I walk through the conversation I encourage families to have before a crisis occurs, including how to better understand an existing policy, put important protections in place, and avoid unnecessary stress, delays, and confusion later.

This isn't just about insurance. It's about helping families be prepared so they can focus on what matters most when the time comes.
You can access the recording here:

https://zoom.us/rec/share/pGqlRNwvPSkKOo_y6Q5IG_SAsT_NF5xw3tW2_1Vd7db_QB3CsYaWkEgtNTb6E037._N6yWecXab1ykAA_?startTime=1782835034000

07/06/2026

None of us knows what the future holds.

But we do have the opportunity to prepare for it in a way that protects the people we love and preserves the choices that matter most.

That's what long-term care planning is really about. Not expecting the worst, but creating more flexibility, more confidence, and more peace of mind if life takes an unexpected turn.

If you've been meaning to learn more about your options, I'd be happy to walk through them with you. Sometimes the most important step is simply starting the conversation.

https://www.sgsinsurance.net/get-in-touch

07/03/2026

One of the greatest gifts you can leave your family isn't an inheritance.

It's a plan.

When difficult decisions arise, having a long-term care plan in place can provide clarity, preserve choices, and allow your loved ones to focus less on logistics and more on simply being there for you.

Planning ahead is an act of love that can make tomorrow easier for the people who matter most.

If you've been thinking about what a plan could look like for your family, I'd be honored to help you explore your options. Let's start with a conversation.

https://www.sgsinsurance.net/get-in-touch