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Kim Purnell

Kim Purnell

A Wix Legend Marketplace Agency
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CLIENT RESOURCES

Caring Conversation | Punch in the face.

Caring Conversation | Punch in the face.

As Mike Tyson said, "Everyone has a plan till they get punched in the face." 


A family crisis can feel like a punch in the face. As family members age, their health and independence may change suddenly or gradually over time. Creating an established financially stable care plan will help to avoid that punch in the face.



Structured steps help us organize and prioritize tasks and responsibilities. They also offer comfort and stability, serving as anchors in a world that keeps changing. Conversations about future care needs are hard to start and equally hard to bring to a meaningful conclusion. 


Using a process in which everyone participates and has a role creates a plan that leads to better outcomes when older family members need assistance. Using the three steps in this book means families (no matter how you define family) create a process to ‘help’ instead of ‘handle’ others.


Therefore to help you learn more...


I'm gifting, to you, a copy this Amazon Best Seller Book.


To get your copy of "How Not To Pull Your Family Apart", as my gift to you, simply drop me a note below with your name and information.


Or, if you prefer to contact me directly, either send me by email, text or call me. My contact information is located in the footer of this page. I'll respond within 24 hours, it not sooner.



Regards,

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Florida

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[Mobile Phone]

321-327-9049

Insurance & Retirement Planning Specialist

Kim Purnell

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. By providing your contact information for quote requests for material downloads, you grant permission for licensed insurance agent, identified here, to call you regarding your Medicare options including Medicare Supplement, Medicare Advantage, and Prescription Drug Plans.

Plans We Represent [Listed Here]

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A Licensed Agent/Advisor May Contact You. Consult your legal, tax accountant, financial and insurance professional for more advice. Any voluntarily submitted or collected information is used solely for the purpose of insurance underwriting and price quotes and not sold or used for any other marketing or solicitation purpose. Not affiliated with CMS, Medicare or any other federal and state agency. Content on this site is not intended to provide legal, accounting or tax advice.

Adaptive Marketing Group, LLC

898 Glendale Ave Palm Bay, FL 32907

Florida

A000000

[Mobile Phone]

321-327-9049

Insurance & Retirement Planning Specialist

Kim Purnell

FINRA, or the **Financial Industry Regulatory Authority**, is a self-regulatory organization that oversees the brokerage industry. FINRA has rules and guidance on disclosure in advertising and other communications with the public ?.

FINRA encourages members to be precise and succinct in their explanations and disclosures. Members often include in their communications disclosures that are not required by the rules, and FINRA does not object to additional explanations or information beyond what is required for rule compliance ?.

You can learn more about FINRA's rules and guidance on disclosure from their website ?.

Source: Conversation with Bing, 6/28/2023
(1) Regulatory Notice 19-31 | FINRA.org. https://www.finra.org/rules-guidance/notices/19-31.
(2) Advertising Regulation | FINRA.org. https://www.finra.org/rules-guidance/key-topics/advertising-regulation.
(3) Disclosure Report Cards | FINRA.org. https://www.finra.org/compliance-tools/report-center/disclosure.

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