Financial Planning Archives - Genivity
Longevity: A Topic Advisors Can’t Ignore

Longevity: A Topic Advisors Can’t Ignore

It’s hard to deny that we live in the most prosperous time in human history. Great strides have been made in economics, technology, and medicine that are allowing people to live longer than ever before. This trend doesn’t show signs of stopping, either. Medical...
Three Key Ways Aging Affects Financial Planning

Three Key Ways Aging Affects Financial Planning

There’s an ancient English saying: “Time and tide wait for no man.” While the origins are unknown, the point is clear. No one has the power to stop the tide and certainly, no one can stop time from moving forward. This might be patently obvious at your firm, you may...
How to Bring Multi-Generational Planning to your Practice

How to Bring Multi-Generational Planning to your Practice

Most people are familiar with the parable of “The Prodigal Son.”  In it, a young man asks for his inheritance early and ends up squandering it, only to come back and beg for forgiveness from his father. This story helps illustrates a surprisingly common modern trend...
3 Ways to Build Trust with your Clients

3 Ways to Build Trust with your Clients

As financial advisors, your day-to-day may be filled with spreadsheets, legal documents, market reports, and other paperwork. It may seem overwhelming and repetitive at times, but it’s important to remember the one thing that makes your job worth doing: client...
How to Talk about Long-Term Care Insurance with Clients

How to Talk about Long-Term Care Insurance with Clients

A large part of your job is advising clients to take action in their best interests. While there are certainly many rewarding financial client planning meetings, there will always be a few uncomfortable ones. Talking to your clients about long-term care insurance and,...
Top Five Long-Term Care Insurance Issues for Advisors

Top Five Long-Term Care Insurance Issues for Advisors

The greatest unknown facing financial advisors and retirees alike is just how long retirement will last. A close second is how much care your clients will need in their final years. While most people expect to have some care as clients age, the world of long-term care...

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