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Mark Stewart

Mark Stewart

    Product R + D

    Starting The Long-Term Care Conversation [Infographic]

    by Mark Stewart November 26, 2018
    written by Mark Stewart

    Long-term care (LTC) conversations need to be a part of your client meetings.

    Maybe you believe they don’t want to hear it, or perhaps you’re reserved in conveying the need. But the fact is, 75% of people 65 and older will need LTC services in their lifetimes.

    And that’s just one statistic pointing to the LTC insurance need.

    Check out our newest infographic below, and see why there’s a real need to start having the LTC conversation with your clients.

    P.S. – we even threw in some great phrases to use in your next client conversation.

    Continue Reading

    November 26, 2018
    6 FacebookTwitterPinterestEmail
  • Product R + D

    Use Fixed Indexed Annuities to Pay for Long-Term Care Insurance with This Tax-Efficient Strategy

    by Mark Stewart June 12, 2018
    by Mark Stewart June 12, 2018

    Clients are always looking to protect their futures. In the case of an unexpected long-term care event, the primary solution for their protection is long-term care insurance (LTCI). That doesn’t mean paying …

    5 FacebookTwitterPinterestEmail
  • Marketing + Branding

    Financial Advisor Social Media Strategy: Dos and Don’ts

    by Mark Stewart May 23, 2018
    by Mark Stewart May 23, 2018

    Updated September 6, 2023, at 4:08 PM Social media and financial professionals aren’t always a match made in heaven. And that’s okay. If you put me in front of clients, in charge …

    14 FacebookTwitterPinterestEmail
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