In case you missed it— check out the CLTC Digest published last month. Read my LTC case study and other fabulous LTC content ??. Looking forward to seeing you all today/tomorrow in Charlotte ?? Mary Ann DeKing, CLTC Celeste Cobb
Matt Anderson
6 个月
Great example Cassandra! Thank you for all that you do!!
Allen Gregoire
6 个月
Insightful
Celeste Cobb
6 个月
It was a great case study Cassandra that offered a little wrinkle in what might be considered the standard sale. Very valuable insights. Thank you! So great to have you contribute to the Digest.
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Environmental Gerontologist | Helping financial planning & LTCI firms retain AUM, delay claims, & build loyalty with heirs by enabling clients to reduce caregiving needs & costs | Keynote Speaker | Aging in Place
6 个月It’s interesting that you honed in on her failure to purchase 4 years prior. It was good meeting you at the summit, thanks for being so welcoming to a newcomer.