Search results

• 

  Clarity is needed to help clients plan for the benefits of life insurance and long-term care

  Help clear up client’s confusion and start them on a path toward a plan for long-term care and a more secure financial future.

  Client outcomes July 28, 2023

  • health care
  • Long-term care
• 

  The importance of long-term care planning for LGBTQ+ clients

  LGTBQ seniors often have additional concerns and may face additional challenges when planning for safe, high-quality LTC.

  Client outcomes January 5, 2023

  • client relationships
  • lgbtq
  • Long-term care
  • retirement planning
• 

  Finding the Right Fit for your Client’s Long-term Care Planning

  There are more options than ever to help your client find LTC coverage that fits into their overall financial approach.

  Client outcomes December 29, 2022

  • client relationships
  • health care
  • Long-term care
  • retirement planning
• 

  Turning the tables to make sense of long-term care planning

  Help your clients overcome common hurdles and obstacles when it comes to Long-term Care planning.

  Client outcomes December 8, 2022

  • client relationships
  • Long-term care
  • retirement planning
• 

  Having a long-term care (LTC) conversation at your holiday gathering

  The holidays are on the horizon, and for some families, it is a rare opportunity to be gathered together in one location. With the right strategy and some thoughtful planning, a holiday can be the perfect time to discuss LTC and elder care planning.

  Beyond Investing November 15, 2022

  • health & longevity planning
  • Long-term care
  • practice management
• 

  Long-term Care, the Double-Edged Sword for Women in 2022

  With advanced thought and planning, help them ease financial challenges they may face as caregivers.

  Client outcomes May 23, 2022

  • Long-term care
  • retirement planning
  • women in retirement
• 

  Helping Clients Understand Assisted Living vs. Nursing Home Care

  While the majority of individuals will receive care at home in retirement – at least for a while – at some point a decision to move on to facility care may become necessary. One common concern is, what is the difference between assisted living vs. nursing home care?

  Beyond Investing December 20, 2022

  • assisted living
  • client relationships
  • Long-term care
  • nursing home
• 

  Healthcare Expenses & Medicare: Discovering What’s Covered, Uncovering What’s Not

  Understanding what Medicare does and does not cover allows beneficiaries to effectively plan for healthcare costs

  Client outcomes August 25, 2022

  • health care
  • Long-term care
  • Medicare
  • retirement planning
• 

  Medicare Questions – Answering Clients’ Most FAQ

  Be prepared for what is on your client’s minds when it comes to Medicare.

  Client outcomes August 15, 2022

  • health care
  • Medicare
  • retirement planning
• 

  Health care costs resume their rise after a COVID-related pause

  COVID-19 brought a reprieve on the amounts spent on health care. But it’s worth taking the time to examine what brought that slowdown and why it’s only temporary.

  Client outcomes August 8, 2022

  • habits
  • health care
  • inflation
  • Long-term care