Take the opportunity to talk with clients about long-term care Our latest LTC survey shows clients are looking to financial professionals to start an LTC planning conversation. Client outcomes May 21, 2024 health & longevity planning
One thing to tell your clients about long-term care coverage Need to help a client make a decision about LTC insurance? Start with this one key concept. Client outcomes February 13, 2024 Long-term care
Are your clients risking it all on long-term care? As a financial professional, your mission transcends helping clients build wealth. It also includes safeguarding their hard-earned assets from potential risks, like the cost of long-term care. Client outcomes January 19, 2024 client relationshipsLong-term care
Extraordinary Conversation: Addressing the long-term care challenge Dave Levenson, president and CEO for LIMRA, LOMA and LL Global joined Holly Snyder, president of Nationwide Life to dig into some of the survey findings and discuss implications for financial professionals. Client outcomes October 31, 2023 Long-term care
Help clients plan for health care costs in retirement With all the focus on building wealth and planning income for retirement, health care planning can get lost in the shuffle. Client outcomes October 23, 2023 client relationshipsmarket commentaryotherretirement planning
6 ways to have better LTC conversations with clients Help get clients over common hurdles towards a long-term care plan that’s right for them. Client outcomes June 20, 2024 consumer spendingincome planningLong-term careretirement planning
Discussing LTC coverage within the unknowns of state mandated LTC programs Learn more about LTC Coverage within the Unknowns of State Mandated LTC Programs Client outcomes August 12, 2024 client relationshipshealth careLong-term care
Help clients overcome Social Security doubts with knowledge and planning Help your clients understand their Social Security options and learn insights from our recent survey. Client outcomes July 29, 2024 client relationshipsretirement planningSocial Security
Help clients realize their retirement dreams in a time of economic uncertainty Because of economic pressures and market volatility, many pre-retirees believe their retirement will be different from their parents and grandparents. Client outcomes April 15, 2024 client relationshipspractice managementretirement planning
Financial planning tips for blended families When two people marry and bring children from previous marriages, managing blended inheritances, ensuring fair distribution of assets, and avoiding potential conflicts will all be aspects for your consideration as a financial professional. Client outcomes January 4, 2024 retirement incomeretirement planning
