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
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
Buying LTC Insurance can be similar to buying a car There are many factors you look at when buying a car that go beyond style, color and comfort. You are looking at price vs. value, mileage, extra options, holding value, and expected length of use. In addition, the purpose of the vehicle matters. Perhaps a reliable car is all you need, but if you need a workhorse of a vehicle, you might choose an SUV or truck. All of these same factors go into making a decision about which LTC policy may work best for you. Client outcomes February 23, 2023 income planningLong-term care
Maximize retirement savings by utilizing Net Unrealized Appreciation (NUA) Read these key considerations for implementing NUA strategies in you clients’ retirement plans Client outcomes August 23, 2024
Financial planning for DINKs The dual income, no kids (DINK) lifestyle is becoming more common. Here’s what you can expect from this kind of client. Client outcomes June 28, 2024 investing strategiesretirement planning
Financial Planning for Recovering Addicts: Reclaiming Stability Recovering addicts may face a unique set of challenges with finances. Here are tips to help your clients in recovery rebuild their financial stability Client outcomes June 27, 2024 client relationshipsretirement planning
