We're the experts at helping financial planning & insurance firms
Retain More Assets & Heirs
Reduce Asset Spend Down & Build Loyalty with Heirs
When You Enable Clients To Reduce Preventable Caregiving Needs & Costs
improvE liveS & THE bottom line
You Help Your Clients Fund Long Term Care Needs.
We Help You Reduce Their Needs & Costs...
and Your Losses.
We Provide Trainings, Advising, & Resources to
Tackle the Long Term Care Crisis by Design for
Financial Planning Firms, RIAs, Eldercare Attorneys, Family Offices
Long Term Care Insurance Carriers & Agencies
Employers, ERGs, Employee Benefits Programs, HR, Management
Senior Living, CCRCS, Regional Health Systems, & Municipalities
5 Times Clients Call Us
When Another Heir has Moved Funds Away from You
When Another LTCi Client has Gone On Claim
When Your Clients have Funds, but there's a Caregiver Shortage
When Another Client has Moved to Assisted Living
When Another Key Employee has Left for Caregiving Demands
....and When Your Plans are Dependent on Incomplete
Predictive Analytics and Actuarial Data
Which Services from Our Tackling the Long Term Care Crisis by Design Initiative will You Bring to Your Team & Clients?
CLIENT ENGAGEMENT
- Keynote
- Presentation
- Family Caregiver Training
- Longevity Planning Summit
- Client Toolkit
STRATEGIC ADVISING
- Strategy Day
- Your Fractional Gerontologist Strategic Advising package
- Longevity Ready Assessments of your services, materials, website, customer facing staff
professional TRAININGS
- Keynote
- Presentation
- Workshop
- HR/Management Training
- Advisor/Agent Retreat
- Professional Association Event
- Company Annual Meeting
Services are customized to location (in-person or virtual), audience, and number of participants.
Enable Your Clients to Maintain Their
Physical & Financial Independence With Age
FINANCIAL PLANNING & ADVISING FIRMS
60-80% OF HEIRS TAKE FUNDS AWAY FROM THE CURRENT ADVISOR
Be The One They Stay With.
Be the One They Move To.
Minimize Your Losses
Reduce Lost AUM due to:
- Heirs moving funds away upon inheritance, or when they take over care
- Ongoing significant withdrawals for long term care expenses
- Caregivers’ reduced retirement savings due to time out of the workforce
Your clients’ physical & financial independence are at risk…and so are your firm’s finances.
Give Clients (and Heirs) 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 its likelihood
- 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
WE ARE 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.
- Address the coming Claims Wave when you enable clients to reduce preventable needs
- 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
- Be the Insurer of Choice when you 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 & retain valuable workers