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"life insurance"

    Business DevelopmentProduct R + D

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

    by Alecia Barnette November 30, 2020
    written by Alecia Barnette

    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 with before and the emotional response this subject produces.

    Ironically, financial professionals have the most to gain by incorporating this line of business over others that clients want and use. So why should you as a financial professional talk about care planning?

    Continue Reading
    November 30, 2020
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  • Product R + D

    Long-Term Care for Younger Clients

    by Alecia Barnette November 5, 2020
    by Alecia Barnette November 5, 2020

    Updated April 10, 2024, at 12:02 PM Have you heard the old saying, “You’ve never been younger and healthier than you are now?” It’s true! When it comes to long-term care (LTC), …

    10 FacebookTwitterPinterestEmail
  • Business DevelopmentProduct R + D

    Care Planning: A Personal Perspective

    by J. Wesley Knowles November 14, 2019
    by J. Wesley Knowles November 14, 2019

    As we mature and experience life, with its hurdles and rewards, we rarely contemplate long-term care (LTC) and the possibility that there may be a time when we’ll need it. The truth …

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