Shownotes Transcript
Long-term care planning is an important component of comprehensive financial planning. It extends beyond the conventional boundaries of investments and savings, acknowledging the inevitability of aging and potential health challenges. As the need for long-term care planning continues to grow, the partnership between advisors and DPL Financial Partners will play a crucial role in unlocking the value of long-term care insurance and ensuring that clients receive the best possible coverage.
In today's episode, DPL Director of Insurance Solutions Amy Arnett is joined by Thomas Dettre. Thomas is the President and Founder of True North Financial Planning. Thomas has over 30 years of professional accounting and financial experience, encompassing personal financial planning, public accounting, and corporate financial management. He is passionate about helping people find the right financial planning solutions, wherever someone may be in their life. Thomas believes in a holistic planning approach, encompassing a person's whole financial picture and centered around the achievement of financial planning goals built on life goals.
With an understanding of how to help clients make the right decisions about retirement and long-term care insurance, Thomas talks about how advisors successfully implement long-term care through DPL's Insurance Desk and what strategies are currently bringing their clients success.
Key Takeaways
[01:22] - Thomas' professional background and what True North does.
[02:44] - How Thomas first learned about DPL.
[04:29] - What motivated Thomas to dive into the insurance space?
[06:24] - Why Thomas considered DPL as the best partner.
[10:35] - Utilizing the DPL Life Desk as a one-stop shop for insurance solutions.
[12:46] - Positioning long-term care as a financial protection tool.
[17:55] - A case study of couples obtaining hybrid life long-term care insurance.