Tag Archives: Baby Boomers

Episode 8 – Retirement Research Insight for Advisors – With David Blanchett

August 26, 2020Finance, Financial, Investing, Retirement, UncategorizedAdvisors, Baby Boomers, Emotions, Income, InsurMark, Jeff Maxey, Long Term Care (LTC), Marketing, Planning, Portfolio, Research, Retirement, The Breakthrough Advisor, Volatilitythebreakthroughadvisor

As Morningstar Investment Management’s head of retirement research, David Blanchett, PhD, CFA, CFP® is driven to uncover ways people, and advisors, can create better outcomes.

In this episode, David shares some of the latest insight he’s gained through his research, covering everything from the value of professional advice to the value of creating income for life.

In this episode, you’ll learn:

How different investment approaches can impact the way investors navigate market volatility
Why advisors should weigh the pros and cons of how they quantify outcomes
How advisors can help manage emotions during the investment process
Why guaranteed income is a forgotten household asset
And more!

Tune in now to learn more about today’s retirement landscape from a researcher’s point of view!

Resources: InsurMark | David Blanchett | The Mutual Fund Puzzle

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Episode 7 – How to Help Clients Plan for Asset-Based Long-Term Care – With Don Quante

July 29, 2020Finance, Financial, Investing, Retirement, UncategorizedAdvisors, Baby Boomers, Bestseller, InsurMark, Jeff Maxey, Long Term Care (LTC), Marketing, Retirement, The Breakthrough Advisorthebreakthroughadvisor

Advisors, what happens if your clients get sick? How can you help them pay for the care they need in the most tax- and cost-effective way?

Today, Simplicity Asset-Based LTC’s Don Quante reveals a new way for advisors to think about long-term care advice. Don breaks down asset-based long-term care and the benefits this type of planning can bring to advisors and clients alike.

In this episode, you will learn:

Why advisors should consider asset-based long term care
About the Million Dollar Advisor program — and how it benefits advisors
How Don and his team train and help advisors in supporting families around life planning, long-term care, and retirement
Baby boomers’ greatest worries, and how advisors can help solve them
And more!

Tune in now and learn what asset-based long-term care advice can bring to your clients and practice!

Resources: InsurMark | Simplicity Asset-Based LTC: (800) 752-0207 | Million Dollar Advisor