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Stories From the Front Lines
After almost a half century of time servicing clients, we often see the same misconceptions that come across our desk. The type of things that if it sounds too good to be true, we should be asking a LOT of questions.
In today’s episode of the show, Marc and Marion dive into several of those misconceptions, most importantly – long term care insurance. How does it work and how are our clients pitched different products for it?
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 1073134
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
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By Freedman Financial
5
66 ratings
After almost a half century of time servicing clients, we often see the same misconceptions that come across our desk. The type of things that if it sounds too good to be true, we should be asking a LOT of questions.
In today’s episode of the show, Marc and Marion dive into several of those misconceptions, most importantly – long term care insurance. How does it work and how are our clients pitched different products for it?
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 1073134
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean