Having an effective long-term care plan can protect clients from life-changing financial, emotional, and physical consequences caused by a long-term health event. The Alliance for Lifetime Income recently reported 53% of retirees say one of the three reasons they retired were circumstances beyond their control, such as health-related concerns. Early or forced retirement can have a huge impact on the financial security of your clients.
Our session will explore modern long-term care planning strategies, how your clients can benefit from protection and tax-free retirement income, and ways you can implement these solutions in your holistic practice.
Join us today to learn:
- How to evaluate traditional and hybrid long-term care policies and develop a clearer understanding of coverage options.
- How to identify potential funding sources in your clients’ portfolios.
- How to engage in a productive conversation with clients while focusing on education and awareness surrounding on long-term care.
Featured Speakers
Amy has 36 years of experience in the insurance industry with a focus on life, long term care, and disability income insurance for individuals. She began her career in customer service before moving to case management, and lastly transitioned to working with the independent advisor. Amy joins the DPL team as Director, Insurance Solutions and is excited to solve for the developing insurance need in clients’ portfolios.
Tim Rembowski is well-versed in how insurance can work for fee-based advisors. Tim is passionate about helping RIAs understand and leverage new commission-free insurance products as an investment asset for their clients. Before joining DPL Financial Partners, Tim worked in the RIA channel for four years distributing product for a national distributor. He holds his Series 6, Series 63 and Kentucky Life Insurance License.
Modern Solutions for Long-Term Care Planning