We HELP FINANCIAL PLANNING & LONG TERM CARE INSURANCE FIRMS
Build Loyalty with Heirs &
Retain More Funds
by Reducing Preventable Caregiving Needs & Costs
improvE liveS & THE bottom line
AMPLIFY YOUR IMPACT
You help clients have the funds for long term care needs.
We help reduce the need.
WE PROVIDE TRAININGS, RESOURCES, & INITIATIVES FOR:
FINANCIAL PLANNING FIRMS
60-80% of Adult Children Take Funds Away From Their Parents' Advisor.
Be the One They Stay With.
Be the One They Move To.
Minimize Your Losses
Reduce Lost AUM due to:
- Heirs taking funds away upon inheritance, or when they take over care
- Ongoing significant withdrawals for long term care expenses
- Caregivers’ reduced retirement investment due to time out of the workforce
Your clients’ physical & financial independence are at risk…and so are your firm’s finances.
Give Clients Reasons to Stay
.....or Move to You
When you provide unique strategies to address the hidden threats to physical & financial security with age.
Help them:
- Save tens or hundreds of thousands, or even millions of dollars, in long term care expenses
- Retain assets to ensure access to care while reducing the likelihood for it
- Preserve inheritances
- Reduce “being a burden on others” and caregiving demands on loved ones
- Middle-aged clients protect their own retirement security by reducing time out of the workforce for caregiving demands
Retain more Assets Under Management when you
Help Clients Minimize Asset Withdrawal for Long Term Care and
Improve their Quality of Life,
while Strengthening Relationships with Heirs
Your Partner for IMPACTFUL Longevity Planning Solutions
LTC INSURANCE
Reduce Claims
Minimize Losses on Preventable Claims when you help your clients retain their physical independence and limit asset spend-down.
- Engage with existing policy holders and attract new ones with special initiatives, support, and events
- Improve your national reputation as you change perceptions about LTC Insurance
- Help clients minimize “being a burden on others”
- Help middle-aged clients protect their own retirement security by reducing time caregiving demands
- Help workplace clients reduce financial losses and workplace disruptions due to employee caregiving demands
EMPLOYERS, EMPLOYEE BENEFITS & EAPs
Reduce Costly Workplace Disruptions
Absenteeism, presenteeism, and reduced productivity due to employee caregiving burdens cost U.S. businesses $17-33 Billion annually.
- Help all your employees and processes by reducing overwhelm for employee caregivers
- Help employees protect their own retirement security by helping them remain in the workforce
- Reduce unnecessary turnover
Watch this video on Silver to Gold's Mission to
Reduce Long Term Care & Caregiving Needs & Costs to Enable People to THRIVE!
Play Video