Posts by David Lenok

in Intelligent Advisor Oct 20, 2015

Asking Clients the Right Healthcare Questions

Many advisors don’t know where to start when it comes to discussing healthcare planning with their clients. It’s all just a matter of asking the....More
in Intelligent Advisor Oct 19, 2015

Preparing the Heirs for the Assets

An undervalued service of financial advisors? Preparing the client's heirs to receive their wealth. Start with creating a family tree....More
in Intelligent Advisor Oct 19, 2015

Understanding and Communicating Longevity Risk

Longevity risk is an essential planning concept that’s misunderstood by advisors and clients alike....More
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