The Bucket Plan® On-Demand Series

Coffee Break with C2P: Navigating Long-Term Care Insurance Conversations & Solutions


Listen Later

Long-term care insurance may seem like a future concern, if at all, but for clients aged 65 and older, there’s a 70% chance they’ll need some type of long-term care services in their remaining years.* The time to have the long-term care conversation is now — before your clients, or really their beneficiaries need it.  Join host Kalem Mackey, CFP®, BPC, Executive VP of Insurance Distribution at C2P, and special guests, Ali Swofford PhD, CLU, ChFC, President of Prosperity Partners Wealth Management; and Carol Schmidlin, CFF, MRFC®, President of Franklin Planning, as they discuss the importance of having long-term care solutions in your client’s holistic financial plan. Listen in to learn how to approach this conversation with clients (most of whom won’t bring it up themselves), respond to their objections, and explore various strategies, including hybrid policies and tax benefits.

Source:

https://acl.gov/ltc/basic-needs/how-much-care-will-you-need

...more
View all episodesView all episodes
Download on the App Store

The Bucket Plan® On-Demand SeriesBy C2P

  • 4.2
  • 4.2
  • 4.2
  • 4.2
  • 4.2

4.2

6 ratings


More shows like The Bucket Plan® On-Demand Series

View all
The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

229,029 Listeners

Up First from NPR by NPR

Up First from NPR

56,503 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,116 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

243 Listeners

The Power Of Zero Show by David McKnight

The Power Of Zero Show

143 Listeners

Ask The Compound by The Compound

Ask The Compound

324 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

29,220 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

129 Listeners

The Tucker Carlson Show by Tucker Carlson Network

The Tucker Carlson Show

16,868 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

150 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,425 Listeners