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:

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• 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:

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• Winning at the Intersection of Annuities and Wealth Management
  

Connect with Jack Martin:

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• LinkedIn: Jack Martin 
  
• InsurMark
  
• Contact Form