Ep 66: Holistic Planning with FIG’s Senior VP of Care Planning Alecia Barnette - podcast episode cover

Ep 66: Holistic Planning with FIG’s Senior VP of Care Planning Alecia Barnette

May 13, 202222 min
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Episode description

Over the past two years, life insurance and long-term care insurance have been growing at a rapid pace. On today’s episode, Alecia Barnette, FIG’s Senior Vice President of Care Planning, joins us to discuss the growing role long-term care is playing in financial and retirement planning. With not a lot of departments offering such services, Alecia is changing the field with FIG’s Care Planning team.

 

With a record start to the year, Alecia helps advisors serve the growing needs of their clients, while also staying up to date on trends in long-term care. We are going to break down trends in the market, product innovation, and how she’s helping advisors implement a holistic financial plan that covers health issues on today's show.

 

More about Alecia and her team: https://www.figmarketing.com/#!/ProductRD/Alecia-Barnette

 

Listen for these key points: 

2:05 – Welcome Alecia!

6:18 – How to start implementing long term care

9:04 – Business model protection

10:07 – What is the monthly cost?

11:00 – Why are people more aware?

13:17 – The cost is going to go up

14:22 – Working with Alecia

15:55 – Long term care planning workshops

18:09 – Making advisors and clients aware of their options

20:14 – Reach out if you have questions!

Ep 66: Holistic Planning with FIG’s Senior VP of Care Planning Alecia Barnette | Retirement Inside Out with Tom Lamendola podcast - Listen or read transcript on Metacast