Leaders Blog

NAIFA distributed the following press release about the Peak 65 Series and our upcoming Impact Day.

NAIFA’s Lifetime Healthcare Center is presenting “The Peak 65 Series: Impact Day for Lifetime Healthcare,” a one-day virtual event, November 19, beginning at 11 am eastern. It features a dozen 20-minute TED Talk-like presentations covering timely topics on the financial implications of longevity and aging. Presenters include recognized thought leaders offering insights on long-term care, disability income, hybrid insurance products, Medicare, federal and state legislative and regulatory considerations, and more.

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.

NAIFA's Limited & Extended Care Planning Center's "Don't Be Scared of Long-Term Care" event presenters offered something for everyone – from evaluating the many options for LTC insurance to mitigating Medicare coverage gaps, from using hybrid products to emphasizing the importance of disability insurance. This is great information advisors of any practice specialty can discuss with clients as they create a comprehensive financial plan and help take the fear out of long-term care planning.

NAIFA's Halloween virtual event, "Don't Be Scared of Long-Term Care," brought to you by the Limited & Extended Care Planning Center (LECP), is not just for advisors who specialize in LTC. In fact, every financial professional needs to prepare clients for potential expenses associated with LTC as part of a comprehensive financial plan. 

October 31
12 - 3 pm eastern
FREE Virtual Program

Once again this year, NAIFA's Limited & Extended Care Planning Center will host a Halloween online event, Don't Be Scared of Long-Term Care. We will be kicking off Long-Term Care Awareness Month a day early with this event, which is free to NAIFA members and prospects.

Carroll Golden's webinar with Advisor Today, originally scheduled for Wednesday, March 29, has been rescheduled to this Thursday, March 23 at 12 pm eastern, and it's not too late to register!

At "Changing the Conversation for a Changing Consumer Landscape," Carroll will discuss what Financial Longevity Wellness is, how it can help your clients not outlive or outspend their money, and how they can maintain financial wellness for future generations.

Attendees can expect to:

• Learn what consumers want to protect

• Gain insight into the evolving consumer conversation landscape

• Discover how to introduce ‘financial longevity wellness’ preserver conversations using a flexible Three-Step Formula

• Review current federal and state long-term care proposals and programs to open doors to life, annuity, and other product sales

Want to differentiate yourself? Then change the conversation! A hot topic that every client is concerned about is Financial Longevity Wellness. Today’s clients are worried about outliving or outspending their money or getting caught in an expensive ‘sandwich generation’ situation, or worrying about family or business financial wellness. 

Join the next Advisor Today webinar on Wednesday, March 29 at 12 pm eastern, as Carroll Golden, Executive Director of NAIFA's Centers of Excellence, demonstrates a three-step formula to show how to incorporate Financial Longevity Wellness in the products and services you provide, while staying focused on your client’s story.  

When long-term care insurance is not an option due to a person's health and/or finances, there may be an alternative solution to a difficult situation. Limited long-term care insurance can be an option to help during your client's time of need.

Register now for this upcoming webinar discussing limited long-term care on Tuesday, February 7 at 2 pm eastern.

Chris Bor, LUTCF, CLU, ChFC, a loyal NAIFA member since 1998 and Immediate Past President of NAIFA-WA, testified at a hearing of the Washington State Senate Business, Financial Services & Trade Committee on the use of life insurance, annuities, and policy riders in long-term care planning. He gave an overview of a wide variety of LTC planning options and discussed the value of agents and advisors to consumers. Bor also serves as Vice-Chair of NAIFA's National Membership Committee.