Traditional Retirement Planning is Obsolete
Financial planning needs a new approach and timely resources to deal with the rapidly changing issues:
Increased life expectancy: preparing for the 100 year life.
An exponentially shrinking pool of quality paid caregivers as demand is exploding.
Increasing caregiving burdens on heirs.
Skyrocketing costs of long term care.
The Great Generational Wealth Transfer shifts money predominantly to women (widows first, then adult daughters).
Money alone won’t address these issues, prevention is crucial. Uniquely reach and engage financial advisors with meaningful content through our Retention Catalyst Program, rather than the standard sales pitch. Enable them to shift from outdated retirement planning to Longevity Planning.
Our Retention Catalyst Program
To help private clients retain assets, independence, and dignity.
To help financial advisors retain heirs & AUM while improving lives.
To help long term care insurance carriers, agencies, and specialists support financial advisors and reduce preventable care needs for policy holders and family caregivers.
To help asset fund managers drive advisor engagement and provide unique resources.
Service Options
Private Client Engagement & Education
For consumer clients 50+ (adult children and aging parents)
- Successful Aging in Place: Retaining Physical & Financial Independence and Dignity while not Burdening Family (90 minutes, virtual or in-person)
- Custom Longevity Summit (1/2 day, in-person) We bring together a curated group of relevant professionals to help your clients see the options for a great agespan
Longevity Planning Strategy Sessions
In private sessions with your clients and their families, we co-create a longevity plan that complements an expert financial plan.
- Clarify & reduce caregiving needs, costs, & burdens
- Make successful aging in place a reality, not simply an intention
- Help each generation retain their physical & financial independence as they age
Concierge Services
As a value-add to your services, we uniquely support your 50+ Clients, whether exploring solutions for themselves or their parents
- Evaluation of Current & Prospective Homes
- Guidance on Home Renovations
- Informed Evaluations of CCRCs and Senior Living Options
Professional Trainings
Choose from the following to train your staff or professional clients:
- Supporting the Adult Daughter (90 minutes, virtual)
- Protecting Client Independence to Retain Dignity, Heirs, & AUM (90 minutes, virtual)
- Longevity Planning Lab (1/2 or full day, in-person)
- Custom Event
Fractional Chief Longevity Officer
Do you have a gerontologist on staff? an environmental gerontologist? Do you have an expert who has developed a unique method, used by AARP and applied to the U.S.’s first elder-focused ER, that can:
- Enable private clients to delay or prevent a move to a care facility
- Reduce preventable caregiving needs + costs to preserve both dignity and assets
- Reduce the negative impacts of caregiving on heirs in their lives today as well as in their own retirement
- Train your staff, including your customer-service teams, to understand and excel at meeting the needs of the 50+ market