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Planning for the Unpredictable: Long-Term Care Conversations Advisors Need to Be Having
This week, Jasmine Conner, Trent Berry, and guest Amy Arnett, Vice President of Insurance Solutions at DPL Financial Partners, cover how advisors can approach long-term care planning conversations with confidence and clarity. With October marking Long-Term Care Awareness Month, we explore why these discussions are critical, how modern solutions have evolved, and the key opportunities advisors shouldn’t overlook.
Topics discussed:
Common misconceptions around long-term care planning for clients and advisors
How today’s long-term care solutions differ from traditional policies
The importance of timing and identifying client profiles where LTC planning is essential
Exploring hybrid vs. traditional LTC products and when each makes sense
*How advisors can position long-term care as a proactive strategy to protect client futures****
Links mentioned in this episode:
SS&C Black Diamond Annuities & Insurance Marketplace
DPL Financial Partners
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By SS&C Advent
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This week, Jasmine Conner, Trent Berry, and guest Amy Arnett, Vice President of Insurance Solutions at DPL Financial Partners, cover how advisors can approach long-term care planning conversations with confidence and clarity. With October marking Long-Term Care Awareness Month, we explore why these discussions are critical, how modern solutions have evolved, and the key opportunities advisors shouldn’t overlook.
Topics discussed:
Common misconceptions around long-term care planning for clients and advisors
How today’s long-term care solutions differ from traditional policies
The importance of timing and identifying client profiles where LTC planning is essential
Exploring hybrid vs. traditional LTC products and when each makes sense
*How advisors can position long-term care as a proactive strategy to protect client futures****
Links mentioned in this episode:
SS&C Black Diamond Annuities & Insurance Marketplace
DPL Financial Partners