Ethan Young, Director, Insurance and Annuities
Should Some Clients Self-Fund for Long-Term Care?
High-net-worth individuals may be able to self-fund for long-term care, but that doesn't mean they should. Follow these five steps to help your clients make the best decision for their situation.
Do Your Clients Need an Insurance Policy Review?
As clients adjust to the new normal, the time may be right for an insurance policy review.
How to Talk About Disability Insurance with Your Female Clients
A recent study found that women are especially unprepared for a work absence, highlighting the need to talk with female clients about disability insurance.
Insurance Planning: The Business of Protecting Families
What’s the best way to approach insurance planning conversations with clients? Here’s how to guide them through tough questions and what-if scenarios.
10 Long-Term Care Questions to Ask Your Clients
By asking these long-term care questions, you can help clients prepare a plan to protect their retirement savings from unforeseen medical care costs.