Amplify the Impact of Your Services & Programs

HOW ARE LONG TERM CARE & CAREGIVING ISSUES
IMPACTING YOUR CLIENTS & YOUR BUSINESS?

Silver to Gold Strategies can help you minimize the negative impacts of long term care & caregiving needs and expenses on your clients and your business. If you’re not addressing the hidden threats unnecessarily driving up long term care needs and costs, then preventable costs and negative impacts are being incurred. With one unique approach you can help your clients flip the equation to decrease financial losses and workplace disruptions, improve clients’ quality of life and their–and your–bottom line.

Silver to Gold’s Longevity Strategies help you amplify your impact for your clients and reduce the many and varied negative impacts of costly long term care and the burdens of family caregiving at home and in the workplace.

Work with us to excel at meeting the needs of your older clients and older workers to capture your share of the $9 Trillion Longevity Economy with our unique Enabling Design Approach.

Call Us When

 

  • Your Clients are In Danger of Outliving their Money or Benefits
  • Widows are Walking Out With Their Assets
  • Generational Asset Migration is Reducing Your Assets Under Management
  • Long Term Care Expenses are Depleting Your Clients’ Assets–and Your AUM
  • Your Middle-Aged Clients’ Own Retirement Security is Jeopardized by Caregiving
  • Your Workplace Clients are Struggling with Caregiving Demands
  • There’s a Shortage of Care Providers: our unique Enabling Design Approach helps reduce the need for long term care, reduces caregiver burden, and makes the provision of care easier and less expensive
  • You Need To Reframe Negative Perceptions: When you’re trying to help individual + workplace clients see the power of LTC insurance in the face of negative media, closures, and lawsuits
  • You are Lacking Subject Matter Expertise: for media events, industry conferences, client events, or your own company meetings, our unique constellation of expertise + our unique Enabling Design = a unique paradigm that will bring lasting impact

Services For Solutions

Through customized initiatives, we offer Longevity Strategies for your financial advisors, insurance agents, and your corporate or individual clients. In addition to strategic problem solving, our services and expertise can provide added value, subject matter expertise, and thought leadership that help move the needle on the many problems that result from long term care and caregiving demands.

Select Services: 

FOR YOUR EXISTING & PROSPECTIVE INDIVIDUAL OR WORK PLACE CLIENTS

  • Regional Summits: we bring together expertise from untapped sectors to provide your clients with a unique paradigm & crucial resources so they can reduce preventable LTC needs & costs
  • Strategy Sessions:  expert guidance to determine priorities, resources, and create a plan

 

FOR YOUR FINANCIAL ADVISORS, LTCi STAFF & AGENTS

  • 90 Day Signature Intensive: KSIs, desk audits and informational & experiential trainings
  • Silver to Gold Customer Service Concierge programs: stop relying on stereotypes–train your teams to better understand and meet the needs of people 50+

….so your organization can assess and revise services & programs to completely address the hidden threats to maintaining physical & financial security in older age.

 

FOR EMPLOYERS

  • Longevity Strategy Sessions: 1:1 and group sessions to help your key employees navigate caregiving demands and protect their retirement security while excelling in their careers
  • HR & Manager Trainings: improve understanding of age-related issues to better inform policies, programs, and management of personnel

….so you can support them and reduce workplace disruptions & losses

 

OPTIONS

  • Virtual or In-Person Options available
  • Any of our services adapt to meet the needs of employees, clients, advisors, LTCi staff & agents
  • Custom services can be developed for your unique needs and goals
 

 

Benefit From Silver To Gold Strategies

    • Limit asset spend-down

    • Reduce contracting funds and shrinking fees due to clients’ spending on long term care so clients reduce the likelihood of outliving their money and can leave a legacy

    • Reduce generational asset migration

    • Reduce preventable LTCI claims

    • Bring our Who Cares? Tackling the Long Term Care Crisis by Design to your workplace clients to help them reduce absenteeism, presenteeism, and reduced productivity for caregiver employees and to help those employees reduce their caregiving burdens and the related threats to their own financial security

    • Address the direct care worker staffing issues by reducing the demand for caregiving

    • Train your staff to better understand and excel at meeting the needs of older adults with our Silver to Gold Concierge program

Work With Us to Reduce Hidden Threats to
Long Term Care & Caregiving Needs & Costs
So You Can Increase Financial Security for
Your Clients & Employees

SELECT PAST PROJECTS


 

Equity by Design

Working with AARP International, Silver to Gold co-developed and co-implemented a multi-year initiative for built environment stakeholders, agencies, and organizations so that they can generate a quantum leap in the creation of Enabling + Equitable Housing and Communities to improve the lives of the people they serve. Beginning with the facilitation of a summit for transatlantic built environment leaders, the virtual events have reached people in over 25 countries around the world and is still making an impact.

a logo for the Equity by Design initiative: White text on a red background with a white line drawing of a city skyline. Plus the tagline "build equity."

Age Friendly Center for Excellence

We helped create and lead one of the United States’ first Age-Friendly Centers for Excellence in a public-private partnership. The overarching goal was to provide resources to enable municipalities and organizations to better meet the needs of older adults. The project included the development and implementation of a virtual workshop series and guide for municipalities.

Enable by Design

In a multi-year initiative we helped a Continuing Care Retirement Community (CCRC) better understand the older adults they serve so they could improve the lives of their residents and make things easier for staff. Resident focus groups uncovered crucial unknown issues. Training workshops educated administrative, direct care, and maintenance staff on sensory & physiological age-related changes, and the impact of the built environment on both residents’ functioning and on caregiving. Our custom manual is an ongoing resource for maintenance staff on specific design features that informs enabling renovations and aids in the evaluation of spaces.

How Can We Help You?

STRATEGIC PLANNING

 

We address your seemingly disparate challenges through needs assessment, educational trainings, and strategic development resulting in innovative initiatives.

 


 

 

 

THOUGHT LEADERSHIP FORUMS

 

We help you identify and better meet your clients’ needs through facilitated and curated forums.

 


 

 

 

STANDOUT SUMMITS

 

We help you create visionary events that bring cutting edge issues to light as a catalyst for positive change.

 


 

 

 

CORPORATE TRAININGS & PROFESSIONAL EDUCATION

 

Our trainings provide education about the needs, abilities, and behaviors of the 50+ population so your services, products, and programs can better meet their needs and increase revenue.

 


 

 

 

PARADIGM-SHIFTING PRESENTATIONS & KEYNOTES

 

We inspire your organization and clients to leverage the untapped power of design.

 


 

 

 

EXPERIENTIAL TRAININGS

 

We create deep understanding of the abilities and needs of the 50+ population with these perspective-shifting experiences.

 

 


 

 

PRESENTATIONS + WORKSHOPS

 

Whether our targeted workshops on today’s key issues or a virtual presentation, your attendees benefit from our unique expertise and experience…leaving with a new, informed perspective and specific ideas to move forward.

 

 

 
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