Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
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Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
Reimagining Longevity & Lifestyle Planning for Women Clients
The Bucket Plan® On-Demand Series
46 minutes 43 seconds
5 months ago
Reimagining Longevity & Lifestyle Planning for Women Clients
Women are living longer than ever with women outliving men by an average of five years, and half of all widows over 65 outliving their husbands by an additional 15 years.* This longevity creates unique planning challenges, as women face extended healthcare costs and a widening health-span gap. Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, and panelists Ashley Ilardo, Regional Director and Vice President at Dimensional Fund Advisors, and Tiya Stanley, VP of National Accounts at F&G, to explore comprehensive approaches to women's longevity planning. Discover strategies for addressing women's unique retirement needs, from investment considerations to insurance solutions that provide both protection and independence. Learn how advisors can have meaningful conversations about lifestyle goals, aging in place, and creating financial security that lasts through a woman's entire retirement journey.*Statistics:* Women on average outlive men by five years, (https://usafacts.org/articles/do-women-live-longer-than-men-in-the-us/) with half of all widows over age 65 outliving their husbands by an additional 15 years. (https://www.kiplinger.com/personal-finance/602892/widows-move-forward-on-their-own-but-not-alone)* The health-span gap for women is 13.73 years versus 11.08 years for men. (https://pmc.ncbi.nlm.nih.gov/articles/PMC11635540/)* Women need long-term care for an average of 3.7 years versus 2.2 years for men. (https://acl.gov/ltc/basic-needs/how-much-care-will-you-need#:~:text=Someone%20turning%20age%2065%20today,for%20longer%20than%205%20years)* 70% of nursing home residents are women. (https://www.aaltci.org/long-term-care-insurance/learning-center/for-women.php)
The Bucket Plan® On-Demand Series
Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
