Helping Clients Understand Assisted Living vs. Nursing Home Care We compare the differences between these two types of facility care. Client outcomes September 21, 2021 assisted livingclient relationshipsLong-term carenursing home
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 careretirement planningwomen in retirement
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 relationshipshealth careLong-term careretirement planning
New year, new goals: Help clients establish financial New Year’s Resolutions Help clients set financial resolutions. These new year financial tips and goals address saving, planning, and investing. Practice Management January 6, 2022 income planninginvesting strategiespractice managementretirement planning
Long-term care misperceptions present planning and practice growth opportunities Our recent survey uncovered widespread long-term care misperceptions across all age groups. Beyond Investing November 16, 2021 client relationshipsLong-term care
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 July 27, 2021 client relationshipshealth careLong-term careretirement 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 July 20, 2021 client relationshipsLong-term careretirement planning
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 November 9, 2021 client relationshipslgbtqLong-term careretirement planning
Two Key Retirement Benefits Farmers Might Miss Farmers need the help of financial professionals when it comes to retirement income planning. Client outcomes September 9, 2021 income planningland as your legacyretirement planningSocial Security
The ABCs and 123s of Medicare: A few of the basics you should know to make informed decisions Breaking down a few of the basics of Medicare – how it works, what it covers and who is eligible to enroll Client outcomes May 5, 2021 health careMedicareretirement planningSocial Security
