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    how to be a health care advocate infographic
    Business DevelopmentProduct R + D

    How to Be a Health Care Advocate [Client Infographic]

    by Mark Stewart November 19, 2019
    written by Mark Stewart

    Updated September 6, 2023, at 8:38 PM

    Caregiving is a vital part of any long-term care (LTC) plan. Whether certain clients decide to self-fund or utilize LTC products, the reality is that families—not health institutions—are the ones that bear the biggest burden. Care visits, proper medication, and even trips to the emergency room are all too familiar with caregivers.

    The infographic below was created with your caregiving clients in mind, so they can become more effective caregivers for the ones they love.

    Continue Reading
    November 19, 2019
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  • 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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  • Business Development

    The Problem with Patchwork Modeling

    by Surge Business Consulting November 12, 2019
    by Surge Business Consulting November 12, 2019

    A definition of patchwork is the piecing together of multiple parts for the betterment of the whole. A question all financial professionals should ask of themselves is, “Am I patching problems with …

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