Engaging Families, Not Just Policyholders: Growing Relationships with Caregiver Advocate Webinar
August 6 @ 1:00 pm – 2:00 pm CDT
We will show advisors how to expand relationships beyond the policyowner by inviting spouses, adult children, and other caregivers onto the Caregiver Advocate platform.
Attendees will learn to:
• Bring family members and caregivers into the planning conversation and strengthen household relationships.
• Turn caregiving questions (e.g., “Where do we start?”) into structured discussions about coverage, gaps, and future needs.
• Capture multi-generational goodwill that can lead to new accounts, referrals, and successor-client relationships over time.
