Kim Purnell
A Wix Legend Marketplace Agency
CLIENT RESOURCES
Hearts & Minds. Consumer Study LTC Insurance
Mutual of Omaha recently conducted the Hearts & Minds Consumer Study to better understand the typical buyer of long-term care insurance.
The study revealed that the majority of consumers believe long-term care insurance is important, but only 32% of those surveyed had purchased a policy. Additionally, the survey found that 65% of those who purchased long-term care insurance did so through an insurance broker or financial services professional.
This study highlights the importance of understanding the needs of consumers and provides valuable insight on how to best market and sell long-term care insurance.
The typical long term care insurance buyer is a person age 50 or older who is looking to protect their retirement savings from the high cost of long term care. Benefits purchased tend to include coverage for both in-home and facility-based care, as well as respite care, hospice care, and nursing home care.
The average benefit purchased is around $150,000 of lifetime care, with the option to add inflation protection to the policy. These policies can help provide financial security in the event of an unexpected long term care need and can be customized to fit the individual's budget and long term care needs.
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Florida
A000000
[Mobile Phone]
321-327-9049
Insurance & Retirement Planning Specialist
Kim Purnell
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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.