Joint or survivorship products have long been a way to gain more favorable pricing on financial products. Of course, if you find yourself single either through divorce or a spouse passing away, that more favorable pricing disappears… Or does it? Join AIN’s Jaime Mueller as she shares an approach for anyone who finds themselves single again and in need of handling their LTC funding strategy.
Thursday, September 13th
- New stats around the need for care that shine a light on how important a care funding strategy is to a financial plan.
- Insight into how the typical client is already planning for care and the challenges their “plan” may face.
- Two case design solutions that build on the “good, better, best” strategy to give clients multiple solutions to choose from.
- A quick discussion of the increased compensation inherent in the “best” solution we’ll cover on the call.
Thursday, August 9th