NAIFA Introduces Innovative 'Caring Conversation' Stencil in Collaboration With Asset-Map

The National Association of Insurance and Financial Advisors (NAIFA) has launched the "Caring Conversation" Stencil, developed by Carroll Golden, Executive Director of NAIFA's Centers of Excellence. This new tool is integrated into the Asset-Map software platform, enhancing resources for financial advisors. It aims to provide comprehensive financial planning solutions, including short-term, long-term, and extended care scenarios.

The stencil assists advisors in addressing the financial implications of caregiving scenarios, offering a holistic approach to financial planning. Carroll Golden emphasized the need for specialized financial advice in caregiving and the tool's integration into Asset-Map to provide effective guidance.

CEO of Asset-Map, H. Adam Holt, highlighted the alignment of this integration with their mission to equip advisors with comprehensive tools for life planning. The stencil enhances advisors' ability to manage clients' financial landscapes by considering caregiving responsibilities' financial impact.

The "Caring Conversation" Stencil is now available to all Asset-Map users, marking a significant step in addressing the market need for specialized caregiving financial strategies.