Living Too Long is About More Than Just Money (Ep. 63)

Breakthrough Advisor

We all may be getting a little obsessed with living longer.

And in a world increasingly fixated on longevity, the narrative often centers on financial concerns like outliving assets. But it’s about so much more!

In this episode, Jack Martin explores how planning for a longer life journey transcends mere financial calculations and delves into emotional well-being, independence, and personal fulfillment — including a deeper need for “permission to spend” and enjoy life fully.

Jack discusses:

• Why advisors should think beyond ‘goal planning’ and understand their clients’ anxieties and fears (particularly their tolerance for longevity risks)
• Active listening and empathy as keys to effective financial planning
• How to get the longevity planning conversations started with clients
• Leveraging technology, such as longevity planning apps, to provide comprehensive and tailored solutions to clients
• And more!

Resources:

• Winning at the Intersection of Annuities and Wealth Management

Connect with Jack Martin:

• LinkedIn: Jack Martin
• InsurMark
• Contact Form

The post Living Too Long is About More Than Just Money (Ep. 63) first appeared on InsurMark.