Elevate Your Insurance Practice With Stacy Norton and Jeremy Vidmar

NAIFA's Advisor Today Podcast Series

Stacy Norton is a seasoned financial advisor specializing in retirement planning, insurance solutions, and wealth protection. With over 17 years of experience in the industry, she has built a strong reputation for helping clients navigate complex financial decisions with a personal, hands-on approach. Stacy is deeply involved in NAIFA, serving as North Dakota’s state president and advocating for industry advancements and legislative initiatives. Passionate about client education, she emphasizes the importance of long-term care planning and leverages strategic partnerships to provide comprehensive solutions.

Jeremy Vidmar, FIC, CLTC has a wealth of experience from his tenure in the insurance planning industry since 2018. With a background in banking and tax planning, he has extensive experience in estate planning, business succession, and long-term care solutions for clients across various industries. Jeremy holds a Bachelor of Arts in Philosophy and pursued advanced theological studies in Rome. He is passionate about helping advisors and clients navigate complex insurance solutions.

In this episode…

Navigating the complexities of long-term care planning and insurance brokerage can be overwhelming for both advisors and clients. Many financial professionals struggle with introducing these topics, while clients often delay making crucial decisions until it’s too late. So, how can advisors effectively integrate technology, deepen client relationships, and provide better solutions for long-term care planning?

Stacy Norton, a financial advisor with expertise in retirement planning and risk management, and Jeremy Vidmar, an insurance brokerage expert specializing in estate planning and long-term care, offer valuable insights. Stacy emphasizes the importance of personal connections in financial advising, particularly in the Midwest, where face-to-face relationships are still highly valued. Jeremy shares how technology such as AI-driven underwriting tools is transforming the industry, while highlighting the continued need for personalized guidance. They stress the necessity of long-term care planning and debunk myths about affordability, offering hybrid policy options and alternative financial strategies for clients who don’t qualify for traditional coverage.

In this episode of the Advisor Today podcast, Chris Gandy and Zack Huels interview Stacy Norton and Jeremy Vidmar, experts in the financial services industry, about the evolving landscape of financial advising and insurance solutions. They discuss the role of technology, the importance of relationship-based advising, and strategies for overcoming client objections to long-term care. They also share regional client preferences and NAIFA’s impact on the industry.