Tag: Long-Term Care Planning
When Life Changes Overnight: Why Real Planning Needs Resilience (Ep. 55)

When Life Changes Overnight: Why Real Planning Needs Resilience (Ep. 55)

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Life changes fast, and sometimes it changes in ways none of us ever saw coming. This episode opens the door to an honest conversation about resilience, uncertainty, and the responsibility advisors carry when guiding clients through unexpected moments.

In this episode, Greg DuPont is joined by guest host RJ Malyk as they unpack how sudden life events can reshape families, careers, and long-term plans.

Greg discusses:

  • Why Matt Halloran is temporarily away from the mic and how unexpected events can impact even the strongest plans
  • Matt’s family emergency and the ripple effects it created in both his life and business
  • RJ’s personal health crisis, including a stroke, seizures, and the financial implications of caregiving
  • Why planning for resilience matters as much as planning for taxes or retirement
  • How the Four D estate planning model helps clients prepare for curveballs
  • The power of asking better questions and building guardrails into every plan
  • And more!

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Rethinking Long-Term Care Planning with Barclay Sisk (Ep. 23)

Rethinking Long-Term Care Planning with Barclay Sisk (Ep. 23)

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Are you ready to rethink your approach to long-term care planning and leave a lasting financial legacy for your clients? 

In this episode of The March to a Million Podcast, Greg DuPont talks with Barclay Sisk, Vice-President at 1st Atlantic Brokerage, to uncover the secrets behind long-term care planning strategies and how attorneys can secure their clients’ financial futures. They explore the critical role of proper monitoring, adjusting insurance plans, and creating a personalized care fund over time. 

Barclay discusses: 

  • Creating a long-term care and legacy plan through asset-based and traditional insurance options
  • The importance of starting planning early to build a robust financial foundation
  • Rethinking long-term care coverage and insurance monitoring for a more secure financial future
  • Leveraging life insurance plans to ensure financial stability and legacy planning for affluent clients
  • And more!

 

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About Our Guest:

1st Atlantic Brokerage is an independent IMO/BGA that works with commission-based and fee-based Advisors in the areas of Long-Term Care and Legacy planning. Barclay Sisk has developed a proprietary system and software to provide support in helping their clients make better decisions about their future care needs and the needs of their families. Barclay also works with Employee Benefits Specialists in helping them educate Business Owners and pre-retirees about the importance of a Long-Term Care benefit as a part of their overall benefits package.

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