There is no one size fits all when it comes to financial planning for disability and long term illness. Each diagnosis has a different set of next steps. As an adviser, you can help families take a step back to think and prioritize, but can you help insulate a nest egg from the unexpected? Mary Beth Franklin chats with Tom West of Signature Estate & Investment Advisors.
Show Title
Retirement Repair Shop with Mary Beth Franklin
Show Description
Just when you thought your retirement plan was safely on autopilot, life has a way of interrupting. Maybe you lost your job, or suddenly faced a health scare. Enter retirement expert Mary Beth Franklin, who has all the solutions — and knows the right experts — to help navigate any hazard.
Episode breakdown
Welcome back to the Retirement Repair Shop with Mary Beth Franklin. On this episode, Mary Beth speaks with Tom West with Signature Estate & Investment Advisors to examine disability planning because, as Tom points out, a long term care plan is not a "nice to have," but a "need to have" for every investor.
About the guest
Tom West is a Partner in the investment management and financial planning firm of Signature Estate & Investment Advisors and is a 2017 Signature/John Hancock Hall of Fame inductee. Mr. West is an industry expert who has focused on emphasizing the importance of cash flow in all stages of retirement with an emphasis on planning and asset management for families facing the challenge of health-related dependency due to disability, illness, or death.
More from Tom West
Visit his website https://www.seia.com/team/tom-west/
Credits
Production sound engineer: Joe Santoyo
Post sound engineer: Boris Palacios
Music: DJ Throdown
For more information go to www.InvestmentNews.com/RepairShop
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