Kim Purnell
A Wix Legend Marketplace Agency
CLIENT RESOURCES
Genworth- Caregiving
Genworth Guide on Caregiving is an invaluable resource for insurance brokers and financial services professionals to share with their clients.
It provides comprehensive information about long-term care costs, caregiving options, and financial support for seniors and their families. The guide helps us advise our clients on how to plan for the financial and emotional costs associated with caregiving.
It provides information on topics such as home care and residential care options, Medicare coverage and Medicaid eligibility, and other financial resources available to families.
Genworth Guide on Caregiving is an essential tool for insurance brokers and financial services professionals to ensure their clients receive the best advice and support.
Genworth has conducted the Beyond Dollars Study about every three years since 2010 as part of its mission to help families prepare for the challenges of growing older. The study documents the emotional, physical and financial impact of caregiving on families beyond the cost of long term care services, which Genworth tracks in its annual Cost of Care Survey.
Contact us today and get you FREE copy. You'll be glad you did.
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Florida
A000000
[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]
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.