Reduce your firm's financial losses when you
enable your clients to maintain their
physical & financial independence with age
Long term care needs and expenses create stresses for your clients, whether they are they one facing the prospect of care, or the one who will fill the role of family caregiver.
Through the Enabling Design Approach you can help clients of all ages reduce these challenges by addressing hidden threats that artificially exacerbate them.
As you help your clients be empowered to create better aging experiences and outcomes, you are also improving your own bottom line.
We help you build generational loyalty by enabling the older generation to thrive,
and reducing the caregiving burden for the younger.
How Silver To Gold Can Help You
We work with you and your team through trainings and resources that help you:
- Guide your clients to address crucial variables that impact their physical & financial independence
- Involve spouses and adult children to build solid relationships so that you are the one they stay with or bring assets to
We work with your clients to help them:
- Design and create long term solutions for futures of choice and independence
- Reduce overwhelm with more immediate challenges due to long term care needs, costs, and caregiving burdens
Call Us When
Improve Their Lives and The Bottom Line--Theirs and Yours
- Widows are walking out with their assets
- Generational asset migration is reducing your AUM
- Clients are in danger of outliving their money
- Long term care expenses are depleting your clients assets–and your AUM
- Your middle-aged clients’ own retirement security is jeopardized by caregiving
- Your worksite clients are struggling with the negative impacts of employee caregiving demands
- There’s a shortage of paid caregivers
- HR managers are struggling with the impacts of employee caregiving on their teams
- Your individual and worksite clients are in need of caregiver support services & guidance
- You need to reframe negative perceptions of your industry
- You are lacking subject matter expertise for events, initiatives, and service development
Delay Decline....and Save Money
Through our strategies, clients have saved hundreds of thousands to over a million dollars by slowing down physical decline and reducing the need for care. Some strategies have yielded a 3000% return on investment by saving thousands of dollars each year over several years. In addition, preserving the older adult’s dignity and independence which is immeasurable. What could this mean for your clients? For your firm?
Ways We Work With You
For Financial Advisors, LTCi Insurers & Agents
Advisor/Agent Retreat or Workshop: Enabling Design Approach Intensive
A full day workshop of informational & experiential training for quick transformation. By the end of the day your team is ready to apply their new paradigm & relevant knowledge to their work helping clients and their heirs tackle the long term care and caregiving crisis.
90 Day Signature Intensive
Includes the Enabling Design Approach intensive plus KSIs, a review of key materials, to inform an executive summary of observations and recommendations.
Speaking
We are also available to deliver keynotes, facilitate executive forums, and serve as subject matter experts.
For Your Existing & Prospective Private Clients or Worksite Clients
Client Retreat/Summit
Client engagement for existing and prospective worksite clients. We bring together expertise from untapped sectors to provide the Enabling Design Approach intensive plus KSIs, a review of key materials, to inform an executive summary of observations and recommendations.
Caregiver Support & Longevity Planning Strategy Sessions
Bring us in to work 1:1 with your individual clients (or with worksite enrollees ) to help them a) make a plan to reduce the burden of their current caregiving burden, and b) create a workable longevity plan for their own future.
HR/Manager Training
Provide your worksite clients with the resources to address workplace challenges resulting from the rapidly growing number of employees who are caring for a spouse or a parent.
For more information on how your clients can benefit, visit our Consumers page.
