March 2017 LTC Newsletter


LTC in the News

The word is spreading. Major news outlets are letting the American people know the importance of long-term care planning. Are you? Here are a few recent third party articles.

Life Insurance Benefits the Living

Death benefits may be the most commonly associated feature of life insurance, for both financial advisors and clients. However, there are many benefits of life insurance that clients can take advantage of now.

Where is the UHNW Market Trending? The future’s so bright, I’ve gotta wear shades …

Advanced sales alerts

The threat of estate tax repeal, in the background for at least the last 15-years, is now “in our face” and likely represents the new normal. Carriers continue to experience downward pressure on their investment returns, resulting in fewer and more expensive guaranteed products and more face amount limitations. Many clients believe a wait-and-see approach is prudent and there is a good deal of confusion in the community of trust and estate attorneys and CPAs. With all of this uncertainty and confusion, where is the opportunity?


Marketing Tips for Financial Planners Seeking High Net Worth Clients

Finding the marketing campaign that best suits your particular’s company’s goals might take a bit of tinkering, but by taking the bull by the horns, any financial planning firm can attract the high net worth clients they’re seeking.

How Financial Planners Can Talk to Their Clients About Estate Planning

Financial planners operate in an ideal place to educate and guide their clients toward creating a robust estate plan.

Financial Advice: What Women Want

The majority of the nation’s wealth is expected to soon be controlled by women and if over half of those women prefer to receive financial advice from other women, then men- you’re in trouble.

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