NAIFA Introduces Innovative “Caring Conversation” Stencil in Collaboration with Asset-Map

The following press release was issued today. Top things to know about the newly launched software that includes Carroll Golden's Caregiving Conversation work: 

• All NAIFA members receive a discount on Asset-Map software 
• You can have your prospect or client fill out their map before or after you meet as part of your discovery process. They will get notified via text or email to plug in their info and you can follow along throughout their process giving them a visual map of their financial picture
• The new stencil will now be available to all of Asset-Map's 6,000 subscribers with NAIFA plugs to join and be involved in our collective financial security work. This is an amazing distribution opportunity for NAIFA to raise awareness of our organization and the work we do so that we can grow membership while providing current NAIFA members with a great discount on a great fintech product.
• To really see the product in action, Asset-Map is holding a special webinar on Thursday, June 6th at 2 pm eastern. Registration info to come next week.
• If you're already an Asset-Map user and a big fan, please let us know and we will take your testimony and profile you! Asset-Map has been a great partner and we are working to grow together! 
• Asset-Map is headquartered in Philadelphia and founded by Adam Holt, but staff are throughout the country. Let's work collectively to get to know Asset-Map and how we can leverage our partnership in your community and let people know at meetings, etc about the work we're doing together.
• Congrats to Carroll Golden, loyal member and consultant, who has spent a year working on this collaborative project to bring the need of the "caregiving conversation" up as a topic that is too critical to not be addressed when undertaking comprehensive financial planning---her work in this area is amplified by the members and partners in the Limited & Extended Care Planning Center that come together to discuss topics in short and long-term care.

Today's Press Release: 

Arlington, VA – The National Association of Insurance and Financial Advisors (NAIFA) is excited to announce the launch of the “Caring Conversation” Stencil, a new tool developed by Carroll Golden, Executive Director of NAIFA's Centers of Excellence. This revolutionary stencil is integrated into the Asset-Map software platform, enhancing the toolkit available to financial advisors. This innovation aims to provide advisors with the means to offer comprehensive financial planning solutions, encompassing short-term, long-term, and extended care scenarios.

The “Caring Conversation” Stencil has been crafted with precision to assist advisors in mapping out all possible financial implications of caregiving scenarios. This tool allows for a more holistic approach to financial planning by addressing the specific needs related to caregiving, a critical aspect often overlooked in traditional financial planning processes.

Carroll Golden, the architect of the “Caring Conversation” Stencil and a prominent figure in caregiving financial planning, commented on the release, "With the growing need for specialized financial advice in the context of caregiving, it became essential to provide a tool that empowers advisors to address these unique challenges comprehensively. The “Caring Conversation” Stencil is designed to seamlessly integrate into the existing framework of Asset-Map’s software, ensuring that advisors can provide targeted guidance efficiently and effectively."

Asset-Map, known for its innovative financial planning software, will now feature the “Caring Conversation” Stencil as a part of its platform. This inclusion aims to facilitate advisors in delivering personalized and precise financial planning strategies that account for the complexities of caregiving. The stencil enhances advisors' ability to visualize and manage their clients' financial landscapes, considering the potential financial impact of caregiving responsibilities.

Adam Holt, CEO of Asset-Map, expressed his enthusiasm about the collaboration, "Incorporating the “Caring Conversation” Stencil into our platform aligns perfectly with our commitment to providing comprehensive tools for financial advisors and their clients. This tool not only adds a valuable dimension to our offerings but also reinforces our mission to equip advisors with the best resources to serve their clients effectively in every aspect of life planning."

The “Caring Conversation” Stencil is now available to all users of the Asset-Map platform, ensuring that financial advisors across the board have access to this essential planning tool. This launch marks a significant step forward in the evolution of financial planning services, addressing the growing market need for specialized advice on caregiving financial strategies.

For more information on the “Caring Conversation” Stencil and how it can transform your financial planning approach, visit Asset-Map at https://www.asset-map.com

About Asset-Map

Asset-Map is a leading provider of financial planning tools designed to help advisors better understand and address their clients' financial situations and goals. Known for its visually engaging and intuitive platform, Asset-Map simplifies complex financial data into clear, actionable insights. By integrating elements like the Caregiving Stencil, Asset-Map supports advisors in crafting personalized plans that consider every aspect of financial wellness, ensuring clients are well-prepared for the future. Founded by H. Adam Holt, a former financial advisor, Asset-Map is committed to enhancing the advisor-client relationship and improving financial outcomes for individuals and families.

About NAIFA

Founded in 1890, the National Association of Insurance and Financial Advisors is the preeminent association for financial service professionals in the United States of America. NAIFA members, in every Congressional district and every state house, subscribe to a strong Code of Ethics and represent a full spectrum of practice specialties to promote financial security for all Americans. Complimented by its professional development and consumer divisions, the Society of Financial Service Professionals, and Life Happens, the association delivers value through advocacy, service, and education.