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NAIFA Members Provide Financial Security for All

2 min read

Using Technology to Deepen Client Relationships Across Generations

By Cameron Huddleston, Carefull Family Finance Expert on 1/10/22 8:00 AM

Technology might not seem like a likely tool a financial advisor can use to build client relationships. It almost goes without saying that older generations prefer human interaction versus digital services when it comes to their finances. And surveys have found that even tech-savvy millennials are more likely to get help with their finances from real-life advisors than from robo-advisors. 

So how can technology help financial advisors strengthen and add value to their relationships with clients—especially older clients—when it lacks the human touch? After all, a computer can’t hold your hand during a market downturn. 

But there is new technology that can enable advisors to build their businesses by giving them the ability to better assist aging clients and clients taking care of aging parents at the stage of their financial lives where they need the most help. That new technology is Carefull.

Topics: Long-Term Care Technology Tools Potential Partners for Advisors
10 min read

What You Should Know About Reverse Mortgage Interest Rates

By Fairway Independent Mortgage Corp. on 12/22/21 11:00 AM

It’s easy to lose focus on interest rates when you’re helping your client search for a reverse mortgage loan.

After all, the interest rate won’t affect the monthly payment because they won’t have to make one (though they will need to pay taxes and insurance and maintain the home).

Reverse loans don’t require monthly payments, as the full balance comes due when the last borrower dies or leaves the home.

But reverse mortgage interest rates are still a big deal and should factor into your clients' borrowing decisions. The interest rate will make a huge difference when the balance comes due and your client or their heirs must decide what to do with the home.

Topics: Long-Term Care Retirement Planning Potential Partners for Advisors
1 min read

Carefull Presents Webinar on Tech Tools and Long-term Care

By NAIFA on 12/15/21 10:40 AM

Join us on January 11, 2022, at 1 pm eastern for "Financial Technology that Builds Long-Term Relationships for Long-Term Care," a special webinar presented by Carefull co-founder Todd Rovak and product strategy lead Michael Rubel.

Rovak and Rubel will discuss the challenge of client engagement and how Carefull's technology can help overcome it. The webinar will also feature a Q&A with NAIFA-National President-Elect Bryon Holz speaking on his own experience with long-term care insurance and how it has affected his family.

Topics: Long-Term Care Technology Webinar Potential Partners for Advisors
1 min read

NAIFA's Diane Boyle to Provide Policy Update For NAIFA's LECP Impact Week

By NAIFA on 11/1/21 3:59 PM

Decisions made by policymakers from Washington, D.C., to Washington state are impacting the way insurance and financial professionals are helping consumers plan for their long-term care needs. NAIFA's advocacy team, working with the Limited and Extended Care Planning Center's Legislative Working Group, which consists of LECP sponsors, insurers, NAIFA members, third-party administrators, distributors, and other stakeholders, is exploring and enhancing policy positions for NAIFA through the association’s government relations capabilities as it engages directly with lawmakers and regulators. NAIFA is the only association of insurance and financial professionals making an advocacy impact at the federal, interstate, and state levels, including in every state capital around the country.

Topics: Long-Term Care Legislation & Regulations Limited & Extended Care Planning Center Federal Advocacy
1 min read

OneAmerica Presents at LECP Impact Week

By LECP Center on 10/28/21 7:00 AM

OneAmerica will have two panelists for the NAIFA 2021 Long Term Care Impact Week event starting on November 1st - November 5th.  Jeff Levin and Michelle Prather are both loyal NAIFA members and their expertise will provide valuable insights for the event.

On November 3rd, Levin, the Divisional Vice President, Care Solutions. will join the  Executive Leadership Roundtable to discuss the challenges and other issues industry leaders address with LTC.

Topics: Long-Term Care Members Potential Partners for Advisors
3 min read

Success Is a Collaboration of Problems Solved at NAIFA's LECP Impact Week

By NAIFA on 10/25/21 3:30 PM

NAIFA’s Limited and Extended Care Planning Center is hosting the second annual NAIFA LECP Impact Week, November 1 - 5. 

 The virtual event, with the theme Success Is a Collaboration of Problems Solved, has been revamped for 2021. Each of the five days of Impact Week programming will drill down on a specific topic and feature multiple presenters in a packed one-hour presentation, 12 - 1 pm eastern.

Topics: Long-Term Care Limited Care Press Release Limited & Extended Care Planning Center
1 min read

E4 Insurance Presents a Special BREW Featuring Shane Van Patten

By NAIFA on 10/11/21 1:30 PM

E4 Insurance Services invites you to join our Building Relationships Every Week (BREW) Wednesday, Nov. 3, 2021, from 12:00-12:30 PM CST. November is Long-Term Care Awareness Month, and we want to help you start your month with all the tools you need!

Shane Van Patten, CLTC, E4 Insurance Services Regional Vice President has been helping Financial Professionals proactively integrate insurance into their practices for the past 16+ years.

Topics: Long-Term Care Financial Planning Potential Partners for Advisors
3 min read

The Importance of Long-Term Care Planning From an ER Doctor’s Perspective

By NAIFA on 9/3/21 11:00 AM

As an emergency medicine physician for 20 years, including the past 12 years working in a large, level 1 trauma center, Dr. Monica Williams has seen innumerable patients and families facing long-term care challenges. As the Medical Director for Advance Care Planning and End of Life Education for the third-largest community-owned hospital system in the United States, she has spent a portion of her career talking to doctors about how they can have effective advanced medical planning and end-of-life conversations with patients and families.

Topics: Long-Term Care Financial Planning Planning in Advance Webinar Potential Partners for Advisors

Carroll Golden Talks Washington Care Act on Podcast

By Jaquetta Gooden on 8/24/21 3:50 PM

NAIFA’s LECP Executive Director Carroll Golden joins Angie Hughes on the  Producers XL broadcast: The Long-Term, Angie's Advice for Agents on August 31st, at 11 am eastern to discuss the Washington Care Act.

Topics: Long-Term Care Professional Development Podcast Limited & Extended Care Planning Center
1 min read

E4 Insurance Presents a special BREW featuring Elder Law Attorney Susan Johnson - Drenth

By NAIFA on 8/2/21 9:30 AM

HOW LONG CAN MY CLIENT PAY $10,000/MONTH FOR HIS WIFE’S NURSING HOME CARE?

Topics: Long-Term Care Eldercare Medicaid

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