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Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry.

Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors.

Financial Independence Group (FIG) has been a leader in the financial services space for more than 40 years. Tom Lamendola joined FIG in 2017 and has been responsible for growing high performing teams and challenge organizations to reach their potential for more than 15 years.

Questions for Tom? Want to be a guest? Inquire at tom.lamendola@figmarketing.com or by calling 800-527-1155.

May 26, 2023

Today we're back with the one and only Alecia Barnette, CLTC. Alecia is the Senior Vice President of our care planning division at FIG. She is going to shed light on some remarkable developments taking place within the care planning industry and in long-term care insurance in this episode. We'll explore the importance of thoughtful care planning and financing strategies in today’s evolving landscape, particularly as the aging retiree population and baby boomers face the reality of future care needs.

Join us to learn about state mandates for long-term care insurance and the potential for healthcare for all acts or socialized healthcare in different states. We’ll share why discussing these long-term care options with clients before these possibilities are implemented is critical. We also explore product innovations like joint life and group products that allow younger clients to opt out of state mandates.

To wrap up this episode, Alecia will chat about the educational client events and webinars she hosts for financial advisors and insurance agencies focused on long-term care. She walks through how they work and the benefits of these events.

 

Here’s some of what we’ll discuss in this episode: 

  • Alecia shares an update on the long-term care state mandates across the country. (3:05)
  • What’s in the news when it comes to product innovation? (8:56)
  • Alecia walks through the client events and webinars she hosts for financial advisors and insurance agencies. (11:08)   
  • The importance of having a written plan to give to your healthcare power of attorney. (18:13)
  • Giving back to your clients by providing them with the right resources. (19:51)

 

Get in Touch with Alecia:

https://www.figmarketing.com/#!/ProductRD/Alecia-Barnette

Learn About FIG: https://www.figmarketing.com 

800-527-1155