NAIFA and Asset-Map are excited to announce the launch of the “Caring Conversation” Stencil, a new tool developed by Carroll Golden, Executive Director of NAIFA's Centers of Excellence. This revolutionary stencil enhances the toolkit available to financial advisors. This innovation aims to provide advisors with the means to offer comprehensive financial planning solutions, encompassing short-term, long-term, and extended care scenarios.

The “Caring Conversation” Stencil has been crafted with precision to assist advisors in mapping out all possible financial implications of caregiving scenarios. This tool allows for a more holistic approach to financial planning by addressing the specific needs related to caregiving, a critical aspect often overlooked in traditional financial planning processes.
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Learn more about using Stencils, or schedule a demo to learn more about how Asset-Map can help you have more comprehensive conversations with your clients and tackle tough topics such as long-term care with grace and ease.