Category: | Insurance agency, |
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Address: | Carriage Hills Dr, Griffin, GA 30224, USA |
Postal code: | 30224 |
Phone: | (770) 412-9887 |
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Longevity Planning specializes in income and asset protection that will last a lifetime. We are a team of dedicated advisors that bring over 30 years of experience to the families and businesses of New England. Our clients turn to us for their long-term care, health care, disability income, and life insurance needs.
Longevity planning is creating a comprehensive strategy around those years that exceed traditional retirement times. In the past, we knew that retirement, on average, lasted about 15 years. While this is still true by and large today, it's increasing every year. This begs the question, have you planned for the years exceeding that decade and ...
As people are living longer, retirement planning as we know it is being replaced by longevity planning, a concept that requires holistic thinking from the individual, family and societal perspectives. Retirement once meant leaving the workforce to pursue leisure activities, but today's aging population is reinventing life after 65.
Plan. The future you envision starts with making a plan today. Our longevity resources are designed to help you unlock new levels of financial confidence through integrated goal planning with your advisor. Learn how to lead thoughtful conversations about wealth and health with your family and build a holistic plan that puts you and your loved ...
Highland's longevity planning platform offers both advisor and client-facing resources to gather insight into your client's current financial and medical situation and the pros and cons of coverage options. Download a few of our Longevity Planning resources here. Login or register for an account to access additional sales ideas, product ...
Our longevity planning conversations can increase awareness of the importance of meeting new friends and establishing new relationships, which may motivate some of them to make different decisions about how and where they live. Increased longevity has produced many creative new housing choices and opportunities for our aging population.
Longevity planning is also essential to building and sustaining client-advisor relationships, advisors and researchers have found. "For advisors that are doing well, it's not a matter of if they choose to have discussions around longevity planning … it's a matter of when. This is where the business is going," says Joseph Coughlin ...
Can be delivered as a three-part webinar series or a half-day program. Designed to educate advisors on the financial, health, and emotional aspects of aging, the program provides practical guidance to help advisors better support aging clients and their families.
Total Longevity Planning... Site and checklist supported by LifeHappens, Plan Now, a non-profit campaign, dedicated to bringing awareness to the importance of total longevity plannning Q uestions or problems using this website email - info@lifeplanchecklist.org
Longevity Planning vs. Retirement Planning. Retirement is at the forefront of your clients minds. Thinking about how and where they will retire likely dominates their future plans. Similarly they're planning for what that retirement will be filled with. Travel, family and relaxation are generally at the forefront of your typical retirees mind.