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November ClientCast podcast: “Long Term Care: One of the Greatest Risks We Face”

November ClientCast podcast: “Long Term Care: One of the Greatest Risks We Face” Long-term care is one of the greatest risks we face that could jeopardize our retirement security. Join NAIFA ClientCast this month with guest Jesse Slome, executive director of the American Association for Long-Term Care Insurance, and learn…

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Commentary: Be a partner, not a preacher, to attract younger clients

Commentary: Be a partner, not a preacher, to attract younger clients Financial advisers may need to learn a new approach to win over the children of their older clients, writes Cam Marston, who suggests tips for speaking to these prospects. InvestmentNews (free registration) (10/31)

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Experts: Group whole life coverage evolves to meet LTCI needs

Experts: Group whole life coverage evolves to meet LTCI needs Most long-term-care insurance is being sold on an individual basis, and many companies that have written group long-term-care policies are withdrawing from the market, according to experts. “But a whole life product with a long-term-care rider is available on a…

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Commentary: 4 steps for life insurers to reach the modern customer

Commentary: 4 steps for life insurers to reach the modern customer Today’s life insurance customers are more diverse, more connected and more likely to change carriers, writes Patrick Lyons of Accenture. To cater to these customers, insurance professionals must make information immediately available, move to solution-based sales, harness analytics to…

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