Partners to Professionals
Who Serve Seniors and Families
Working with You to Support Seniors and Families
As a wealth advisor or estate planner, your fiduciary responsibility involves more than just asset protection—it extends to comprehensive planning for your client’s future. Likewise, geriatric care managers may be called upon to find expert financial advice for their clients as their care needs change.
We enhance your efforts and assist your client by addressing a critical piece of the financial puzzle: paying for long-term care.
Our specialized service scrutinizes each client’s coverage—whether they’re planning for their own senior years or those of an older loved one—to ensure it aligns with their needs and financial strategies. Our aim is to optimize health benefits, uncover potential savings, and avert unforeseen expenses, thereby solidifying financial security in their golden years. In this way, we help you provide comprehensive estate planning that considers all aspects of your client’s financial future.
The Power of Yes at 85 and Older
For senior financial planners, it is difficult to see a client who has no LTC policy suffer the financial burden of an illness after retirement. Until now, there was little you could do to support them. Longevity’s LIA solution was uniquely designed to lift this burden, no matter the age. Even a client who is 100 years old can take advantage of our LIA.
We will provide you with the educational resources and products to go back to these clients with a solution to ease their worry and support their care needs. Where most insurance stops, the LIA begins. Even elderly clients who are already receiving costly care are eligible to qualify for an LIA. Caring for your clients is a generational benefit to your business. Longevity aims to help you serve all your clients no matter where they are on their care journey.
Connect with us to see if your client qualifies for a
Longevity Income Annuity
Partner with us to help your clients on their care journey
Give your client permission and dignity to intelligently use their assets to pay for their care.
EDUCATIONAL RESOURCES
Advance Care Planning: The Documents Everyone Should Have
We like to think that we will always be capable of making our own healthcare decisions. Sometimes, however, it doesn’t work like that. A stroke, a car accident, Alzheimer’s disease—any number of circumstances might limit or take away a person’s immediate ability to make healthcare decisions.Fortunately, you have the power to think about and plan […]
Annuities: Facts vs. Myths
Annuities stand out as a cornerstone for ensuring financial stability in retirement. For most of our clients, annuities already form a critical part of their retirement portfolio—and for good reason. The current state of annuities “The year 2023 was a record-breaking year for annuity sales,” wrote Jennifer Schell for Annuity.org, “and 2024 could see even […]
When is Longevity Income Solutions the Right Call for Your Family?
As we approach retirement age and beyond—ourselves and our older loved ones—planning for any care and support that might be needed becomes increasingly vital. Ideally, planning should begin well before retirement age. However, there are solutions and educational resources for you and your family, even if you or your loved one have pre-existing medical conditions. […]