Send Us a Message

We will only use your info to reply to your message.





Email Sign-Up!

Get regular updates on popular financial topics, as well as our insight on current trends, issues, and products

Email

Join

Go To Meeting


Hands Shaking

Go To Meeting

The Six Key Conversations

1 The Overview Conversation
  • What do we want for our long-term care?
  • What are we excited about/afraid of regarding long-term care?
  • What social advantages (i.e. family, church, clubs, friends, ect.) do we have?
2 The Financial Conversation
  • What do we have set aside to pay for long-term care services and is it enough?
  • Can you describe your strategy?
  • Have you maximized your protection for long-term care?
3 The House Conversation
  • Is your home handicap friendly?
  • Do you know what needs to be done to get it handicap friendly?
  • If a caregiver stayed in your home, would you and your spouse still have enough privacy?
4 The Personal Property Conversation
  • What do we want to give away?
  • What do we want to keep?
  • When is it best to do it?
5 The Care Conversation
  • Where do we want care provided?
  • Have you thought through the emotional and physical factors on the caregiver?
  • Who provides it?
6 The Legacy Conversation
  • How will we be remembered?
  • Who will remember us?
  • When do we talk about our memories?

If you’d like to learn more, click here to contact us.



‹ go back tell a friend ›
Certain individuals associated with Woolman Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck. For information about which individuals associated with Woolman Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

Woolman Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.