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Care Planning

    Why Care Planning is Vital to a Financial Professional’s Business
    Business DevelopmentProduct R + D

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

    written by Alecia Barnette

    Updated November 30, 2020, at 9:10 AM

    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
    Why Care Planning is Vital to a Financial Professional’s Business was last modified: January 22nd, 2021 by Alecia Barnette
    November 30, 2020
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  • Business DevelopmentProduct R + D

    Become an Effective Long-Term Care Planner in 3 Easy Steps

    by Alecia Barnette November 17, 2020

    The long-term care (LTC) insurance product landscape has changed dramatically over the past decade. Today, consumers have more options than ever, including asset-based LTC. LTC insurance has its advantages and the process…

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  • Business DevelopmentProduct R + D

    How to Be a Health Care Advocate [Client Infographic]

    by Mark Stewart November 19, 2019

    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…

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