
Sign up to save your podcasts
Or


What experience have you had either directly or indirectly when it comes to caring for an aging loved one? During this live recording from A Woman's Clarity® forum, we discuss the realities of long-term care and how to help your clients prepare for it with confidence, clarity, and compassion. Host Kirsten Schlumbohm sits down with Gina Ference, Managing Director of Partnership Development, and Drew Serzan, Head of Private Client and Executive Life Insurance Planning and Founding Partner at OneTeam Financial. Listen as Gina shares her two-year journey managing her mother's transition from independent living to assisted care. Drew Serzan from OneTeam Financial brings the advisor perspective, offering his proven conversation starter and coordination strategies. Discover the real-world insights and empathy-driven approach that makes difficult long-term care conversations possible with clients.
Resources:
Statistics:
By C2P4.2
66 ratings
What experience have you had either directly or indirectly when it comes to caring for an aging loved one? During this live recording from A Woman's Clarity® forum, we discuss the realities of long-term care and how to help your clients prepare for it with confidence, clarity, and compassion. Host Kirsten Schlumbohm sits down with Gina Ference, Managing Director of Partnership Development, and Drew Serzan, Head of Private Client and Executive Life Insurance Planning and Founding Partner at OneTeam Financial. Listen as Gina shares her two-year journey managing her mother's transition from independent living to assisted care. Drew Serzan from OneTeam Financial brings the advisor perspective, offering his proven conversation starter and coordination strategies. Discover the real-world insights and empathy-driven approach that makes difficult long-term care conversations possible with clients.
Resources:
Statistics:

228,902 Listeners

56,722 Listeners

2,121 Listeners

244 Listeners

145 Listeners

339 Listeners

29,245 Listeners

129 Listeners

16,970 Listeners

151 Listeners

1,429 Listeners