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Long Term Care: The Conversation No One Is Having
In this episode Dan and Jim talk with Pat Bennett, President of Longevity Planning, about the importance of Long Term Care planning as we age. Pat helps Dan and Jim understand the long term care industry and how it has evolved over the years as well as the different types of insurance coverage available to people interested in protecting their assets should a long term care need arise.
Daniel James
Dan is Founder and CEO of CanopyLife, a platform committed to building families’ financial resilience to deal with major life events. Dan founded CanopyLife after experiencing the financial and emotional cost of losing his dad to cancer, and wanting to help families avoid the same pitfalls. A Kellogg School of Management grad, Dan previously led new product development at Capital One and has nearly a decade of experience working in product development at startups focused on consumer, fintech and insurtech. In a prior life, Dan was a consultant at BCG and worked in Equities for Goldman Sachs and ABNAMRO.
James V. Grace
Jim Grace is the Director of Wealth Management at Silver Pine Capital, LLC. a registered investment advisory firm in Medfield, Massachusetts. Jim has more than a decade of experience in the financial services industry and currently leads Silver Pine’s financial planning and broader wealth management service offering. He is responsible for ensuring that the firm's clients are properly planning and have access to any and all resources and guidance available inside and outside of the organization when faced with making important financial decisions. He is married, is father to two young children and the son of two aging parents.
About our Guest:
Patricia Bennett
Patricia Bennett is President of Longevity Planning in Portsmouth, NH. Pat is a Certified Long Term Care counselor with over thirty years of experience in insurance planning and she specializes in long term care planning and design.
Her holistic approach involves working closely with legal, tax and financial advisors to tailor the most innovative, cost-effective and tax efficient plans for her clients. As someone with personal experience as a family caregiver, Pat is very aware of the emotional and financial dynamics involved in long term care planning. Her desire is to help families have access to the highest quality of care, freedom of choice and peace of mind.
Stay Connected:
Daniel James
LinkedIn: Daniel James
Founder: CanopyLife
James V. Grace
LinkedIn: James Grace
Director of Wealth Management, SilverPine Capital
The Financially Mindful Podcast
Itunes: The Financially Mindful Podcast
Spotify: The Financially Mindful Podcast
Subscribe to our podcast + download each episode on Apple Podcasts and Spotify.
This episode was produced and managed by Podcast Laundry (www.podcastlaundry.com)
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By Daniel James & Jim Grace
5
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In this episode Dan and Jim talk with Pat Bennett, President of Longevity Planning, about the importance of Long Term Care planning as we age. Pat helps Dan and Jim understand the long term care industry and how it has evolved over the years as well as the different types of insurance coverage available to people interested in protecting their assets should a long term care need arise.
Daniel James
Dan is Founder and CEO of CanopyLife, a platform committed to building families’ financial resilience to deal with major life events. Dan founded CanopyLife after experiencing the financial and emotional cost of losing his dad to cancer, and wanting to help families avoid the same pitfalls. A Kellogg School of Management grad, Dan previously led new product development at Capital One and has nearly a decade of experience working in product development at startups focused on consumer, fintech and insurtech. In a prior life, Dan was a consultant at BCG and worked in Equities for Goldman Sachs and ABNAMRO.
James V. Grace
Jim Grace is the Director of Wealth Management at Silver Pine Capital, LLC. a registered investment advisory firm in Medfield, Massachusetts. Jim has more than a decade of experience in the financial services industry and currently leads Silver Pine’s financial planning and broader wealth management service offering. He is responsible for ensuring that the firm's clients are properly planning and have access to any and all resources and guidance available inside and outside of the organization when faced with making important financial decisions. He is married, is father to two young children and the son of two aging parents.
About our Guest:
Patricia Bennett
Patricia Bennett is President of Longevity Planning in Portsmouth, NH. Pat is a Certified Long Term Care counselor with over thirty years of experience in insurance planning and she specializes in long term care planning and design.
Her holistic approach involves working closely with legal, tax and financial advisors to tailor the most innovative, cost-effective and tax efficient plans for her clients. As someone with personal experience as a family caregiver, Pat is very aware of the emotional and financial dynamics involved in long term care planning. Her desire is to help families have access to the highest quality of care, freedom of choice and peace of mind.
Stay Connected:
Daniel James
LinkedIn: Daniel James
Founder: CanopyLife
James V. Grace
LinkedIn: James Grace
Director of Wealth Management, SilverPine Capital
The Financially Mindful Podcast
Itunes: The Financially Mindful Podcast
Spotify: The Financially Mindful Podcast
Subscribe to our podcast + download each episode on Apple Podcasts and Spotify.
This episode was produced and managed by Podcast Laundry (www.podcastlaundry.com)