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Care Planning

    Product R + D

    Turn Stagnant Assets into Tax-Advantaged Care Planning Solutions

    by Alecia Barnette July 12, 2021
    written by Alecia Barnette

    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 fact, it was one of the toughest years I’ve experienced in my lifetime. I lost my father, I was isolated from the rest of the world just like you, and I saw businesses struggle, specifically in care planning.

    But with my trip came a new perspective. With the bad, sometimes comes the good. Sometimes in life, you can’t wait for things to happen. You must go and get them. Going forward, it’s all about regrouping, recouping, and reengaging.

    Continue Reading
    July 12, 2021
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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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  • Business DevelopmentProduct R + D

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

    by Alecia Barnette November 17, 2020
    by Alecia Barnette November 17, 2020

    Updated September 6, 2023, at 9:46 PM 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 …

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