Planning for the Unpredictable: Long-Term Care Conversations Advisors Need to Be Having

Planning for the Unpredictable: Long-Term Care Conversations Advisors Need to Be Having

In this special Long-Term Care Awareness Month episode, Amy Arnett of DPL Financial Partners joins us to share how advisors can navigate modern long-term care solutions and initiate the critical conversations clients often delay.

Show notes

This week, Jasmine Conner, Trent Berry, and guest Amy Arnett, Vice President of Insurance Solutions at DPL Financial Partners, cover how advisors can approach long-term care planning conversations with confidence and clarity. With October marking Long-Term Care Awareness Month, we explore why these discussions are critical, how modern solutions have evolved, and the key opportunities advisors shouldn’t overlook.

Topics discussed: Common misconceptions around long-term care planning for clients and advisors How today’s long-term care solutions differ from traditional policies The importance of timing and identifying client profiles where LTC planning is essential Exploring hybrid vs. traditional LTC products and when each makes sense *How advisors can position long-term care as a proactive strategy to protect client futures****

Links mentioned in this episode: SS&C Black Diamond Annuities & Insurance Marketplace DPL Financial Partners

Hosts

Trent Berry

Trent Berry

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Jasmin Conner

Jasmin Conner


Guests

Amy Arnett

Amy Arnett

Amy has 35+ years of experience in the insurance industry with a focus on life, long-term care, and disability income insurance for individuals. She began her career in customer service before moving to case management, and lastly transitioned to working with the independent advisor. Amy joins the DPL team as VP, Insurance Solutions and is excited to solve for the developing insurance need in clients’ portfolios.

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