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MAY 2016

Cover Story: Long-Term Care

A New Approach: How to talk to clients about long-term care to compel them to act

by Harley Gordon, J.D., CLTC        

Encourage clients to create a plan to protect their family from the consequences of a long-term care event.


Practice Management

How Robo Technology Is Changing Wealth Management
by Ash Bhatnagar, CFP®
Before you dive in to using robo technology, consider your business, the environment today, and where this technology is headed.


​Contribution

Financial Catastrophes Due to Disability: Which Households Are Most at Risk?

by Stuart J. Heckman, Ph.D., CFP®

This analysis showed that using a financial planner was not a significant predictor of disability insurance ownership, suggesting that this may be an overlooked risk exposure among planners.

 

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