Team Martin

As advisors, we often discuss planning for the financial side of aging, but what about the human side?

is bridging that gap by reimagining what quality care really looks like. Their new platform and network bring families, care providers, and professionals together around one goal: ensuring aging isn't only safe, but also dignified, connected, and fulfilling.

💻 Highly recommend saving your seat for this free webinar on the 5th.

CareScout Care Assurance: Helping Advisors Better Support Aging Clients

The care planning market is evolving fast, and the Nationwide CareMatters Annuity is one of the most exciting innovations I’ve seen this year.

It’s a cash-indemnity, asset-based LTC solution that gives advisors new ways to help clients protect against the costs of care, even when traditional underwriting or liquidity has been a barrier.

This exclusive session walks through the product design, benefits, and real-world strategies for repositioning non-qualified annuities into meaningful LTC protection.

If you work with clients approaching retirement—or simply want to elevate your care planning conversations—this is one you won’t want to miss.

Save your spot. 👇

CareMatters® Annuity: A New Approach to Care Planning

When you point out a gap in a client's financial plan, and they seem uninterested in finding a solution for it, it's usually a sign that they don't fully understand:

👉 The risks involved
👉 The benefits they could be missing out on
👉 The options available to them

This piece breaks down common objections to life insurance, annuities, care planning, and estate planning and how advisors can use data and empathy to turn those "no's" into opportunities for stronger plans.

How to Overcome Top Client Objections in Financial Planning – FIG Marketing Product R + D How to Overcome Top Client Objections in Financial Planning by FIG Marketing August 12, 2025 written by FIG Marketing August 12, 2025 711 Your client says, “No thanks.” Now what? Client objections are a natural, and often valuable, part of financial planning. A “no” isn’t a r...

Nearly 50 million Gen Z adults are now part of the US workforce, and they're seeking financial guidance earlier than any other generation.

What's this generation interested in? Life insurance. While many see the need, they may not have the coverage—or enough of it—creating a powerful opportunity for advisors to step in, educate, and build long-term relationships.

This article breaks down what makes Gen Z different and how to target them with your marketing efforts.

Gen Z Is Ready to Talk Life Insurance: How Advisors Can Respond – FIG Marketing Product R + D Gen Z Is Ready to Talk Life Insurance: How Advisors Can Respond by FIG Marketing September 4, 2025 written by FIG Marketing September 4, 2025 369 In the US, there are nearly 50 million Gen Z adults. Loop them in with Millennials, and this next generation of clients is quickly becoming....