In the latest Beacon Flash podcast episode, Frank and Beacon Strategies’ Managing Partner Chip Kispert discuss how longevity planning differs from traditional financial planning, the challenges it addresses, and the gap it fills.
Of course, longevity planning also presents challenges for advisors, and Frank explores how this new approach requires empathetic communication to resonate with clients. It’s about the importance of planning for the inevitable changes in life and guiding clients through the complexities of healthcare and caregiving, ultimately enhancing the client-advisor relationship.
“If you offer this to your clients, you will differentiate yourself from the competition,” says Frank. “There's a real, real opportunity to do that, and most importantly, provide peace of mind for your clients.”
Tune in to this episode of the podcast to hear more from Frank and Chip about longevity planning, its impact on financial strategies, and the value it brings to both advisors and clients.
Overview
What is Longevity Planning? (01:27)
The Financial Planning Landscape (09:35)
Fitting Longevity Planning Into Your Advisor Tool Chest (12:44)
Resources
Frank McAleer's LinkedIn
Raymond James' Website
Chip Kispert's LinkedIn
Beacon Strategies' Website
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