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"care planning"

    Product R + D

    4 Common Care Planning Myths and How to Respond [Infographic]

    by FIG Marketing November 19, 2024
    written by FIG Marketing

    Why is Long-Term Care Awareness Month important to financial professionals?

    The answer lies in the statistics. The data below showcases how many individuals are inadequately prepared for long-term care (LTC), both mentally and financially. This lack of preparation can severely impact retirement savings.

    This month is an opportunity for financial professionals to help clients plan ahead.

    Continue Reading
    November 19, 2024
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  • Product R + D

    Turn Stagnant Assets into Tax-Advantaged Care Planning Solutions

    by Alecia Barnette July 12, 2021
    by Alecia Barnette July 12, 2021

    Updated on September 21, 2023, at 12:21 PM At the beginning of 2021, I went on a trip to Sedona, Arizona. Like everyone else, 2020 was a challenging year for me. In …

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  • Business DevelopmentProduct R + D

    Why Care Planning is Vital to a Financial Advisor’s Business

    by Alecia Barnette November 30, 2020
    by Alecia Barnette November 30, 2020

    Updated April 10, 2024 at 3:45 PM Care planning solutions are often overlooked by financial professionals for several reasons, the most common being the intimidation felt by a space they’ve never dealt …

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