The Role of Financial Counselors in Long-Term Health Care Planning

Posted: 26 May 2017

See all articles by Phillip Fuller

Phillip Fuller

Jackson State University; Jackson State University - Economics and Finance

Emily Norman Zietz

Middle Tennessee State University - Department of Economics and Finance

Date Written: Jan 1, 1997

Abstract

Adequate and affordable long-term health care (LTC) is an important concern today. Results from a survey of Certified Public Accountants (CPAs) with the Personal Financial Specialist (PFS) designation indicate that many believe they, as financial counselors, should assume some of the responsibility of informing clients of the LTC financing problem. Many respondents believe there is a widespread need for LTC insurance. As a group they are split as to whether government or private insurance is the best provider of LTC. However, they also believe some financial counselors are not emphasizing long-term care enough in clients’ financial plans.

Keywords: Long-Term Care, Accountants, Insurance, Planning, Health Care

JEL Classification: I13, M41

Suggested Citation

Fuller, Phillip and Norman Zietz, Emily, The Role of Financial Counselors in Long-Term Health Care Planning (Jan 1, 1997). Journal of Financial Counseling and Planning, Vol. 8, No. 1, 1997, Available at SSRN: https://ssrn.com/abstract=2973676

Phillip Fuller (Contact Author)

Jackson State University ( email )

1400 John R. Lynch St
Jackson, MS 39217
United States

Jackson State University - Economics and Finance ( email )

Jackson, MS 39217
United States

Emily Norman Zietz

Middle Tennessee State University - Department of Economics and Finance ( email )

Murfreesboro, TN 37132
United States
615-895-6027 (Phone)

Do you have a job opening that you would like to promote on SSRN?

Paper statistics

Abstract Views
880
PlumX Metrics