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"long term care"

    Product R + D

    2025 Medicare Open Enrollment: What Financial Professionals Need to Know

    by Rebecca Pirrie October 8, 2024
    written by Rebecca Pirrie

    Updated October 16, 2024, at 10:43 AM

    It’s that time of year again: Medicare Open Enrollment begins on October 15 and ends on December 7, bookending a period in time when eligible individuals must sort through the influx of Medicare information to make their big decision for coverage beginning January 1, 2025.

    Recent studies show that 63% of people feel overwhelmed by Medicare advertising, and only 31% feel confident in making effective selection decisions.

    Continue Reading
    October 8, 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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