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  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
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  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
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  AI’s impact on longevity risk: Can clients afford it?

  AI is poised to help us live longer, healthier lives. Can clients afford it?

  Client outcomes July 28, 2023

  • client relationships
  • investing strategies
  • retirement income
  • retirement planning
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  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
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  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
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  Planning for health care costs at every stage of retirement planning

  Help your clients understand the potential costs associated with health care in retirement and be prepared for whatever comes their way.

  Client outcomes April 15, 2022

  • client relationships
  • health care
  • Long-term care
  • retirement planning
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  Legacy and estate planning checklist guide for financial professionals’ clients

  Here are three things for your clients to consider when making an estate and legacy plan.

  Client outcomes October 27, 2021

  • estate planning
  • health care
  • legacy essentials
  • Long-term care