Lifecare Affordability Planning – Episode 1 – Summary Document
Episode 1 – Meet Tom West and Arvette Reid: Part 1
In this debut episode of the Lifecare Affordability Planning™ Podcast, you will meet Tom West and Arvette Reid of Signature Estate & Investment Advisors (SEIA). Tom and Arvette explain how they help families navigate the intersections of healthcare, family, psychology, and money in this heartfelt discussion.
In this episode, you will learn:
- About the paths that led Tom and Arvette to work in financial services
- What gap in traditional financial planning is now being filled by SEIA’s Lifecare Affordability Planning™ service
- About the purpose and agenda of Lifecare Affordability Planning™
- Who an ideal client is for SEIA’s services
- How SEIA acquires new clients
Resources:
SEIA
Click below to tune in now and meet your new podcast hosts, Tom and Arvette!
Click here to read the full podcast transcript.
