Estate Planning Attorneys – Page 5

Are Attorneys Missing Out on a Valuable Opportunity with Long-Term Care? with Jeff Sather (Ep. 7)

By March To A Million | September 13, 2023

If you have not allocated something for long term care needs in the future, you’ve allocated everything you own to long term care needs in the future.

For attorneys, this is an area worth paying full attention to in order to increase their practice value.

In this episode, Greg DuPont sits down with Jeff Sather, Asset Based Long Term Care Advisor Development Consultant at InsurMark. They talk about the untapped potential of long-term care in the legal profession and how it can significantly boost revenue while addressing a pressing need in the market. Jeff shares his personal experiences and passion for improving long-term care, highlighting the power of dedication and innovation.

Greg and Jeff discuss:

How long-term care can increase the revenue of your practice and fulfill an unmet need
The importance of long-term care insurance and how attorneys can help their clients around this topic
Jeff’s personal story about his family’s experience with long-term care and the consequences of not having proper coverage
Insights from studies showing that only about 10% of the population owns a long-term care policy and the lack of conversations about the topic with advisors
The benefits that people don’t know about the modern long-term care insurance policies
Why attorneys should bring up long-term care conversations with clients
And more!

Resources:

Course: Secure Their Future: Unlocking the Power of Asset-Based Long-Term Care

Connect With Jeff Sather:

LinkedIn: Jeff Sather

Connect with Greg DuPont:

About Our Guest:

Jeff Sather was nicknamed “The Most Successful Marketer of Hybrid LTCi”. He is on a crusade to get people crucial retirement coverage. He served two years on the External Advisory Board for One America. He was a key catalyst for Nationwide designing a qualified funding approach for their CareMatters II product. He is passionate about revealing all the secrets to his success, including the strategies, marketing tools, and sales presentations he employs to create an incredibly consistent production! Overall, Jeff helps protect consumers against the risk of poverty and outliving their income.

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The Second Pillar of Financial Advocacy: Wealth Preservation (Ep. 4)

By March To A Million | August 2, 2023

In an era where it has become more complicated to save for our future and maintain our lifestyles, it becomes vital for attorneys to explore various perspectives and learn strategies to navigate their clients to preserve their wealth.

In this episode, Greg DuPont talks about the second pillar of financial advocacy, wealth preservation and challenges traditional teachings in the financial industry. He touches on the importance of identifying patterns to determine the right strategies for clients and how annuities and life insurance can be powerful tools for wealth preservation when used effectively.

Greg discusses:

The challenges faced by individuals who have finished their savings journey and are looking to preserve their wealth and legacy
The three secrets involved in wealth preservation
The importance of understanding the changing rules and increasing personal income tax rates in wealth preservation
The fact patterns that drive strategy in wealth preservation
How attorneys can analyze their existing client base to identify patterns to provide solutions for their clients’ wealth preservation needs
His interaction with an attorney about what can be implemented to generate revenue and deliver better outcomes to clients
And more!