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
Your Annual Medicare Review: Take Care With Part D
Until December 7, Medicare enrollees have the opportunity to review and make changes to their Medicare plans, ensuring that your health coverage meets your needs in 2025. This period is crucial for evaluating your options, particularly when it comes to Medicare Part D, which covers prescription drugs.Why focus on Part D during open enrollment?Medicare Part […]
Paying for Long-Term Care: Self Funding vs. Insurance
When helping our clients plan for future long-term care needs, one decision they need to make is whether to self-fund care needs using existing retirement funds or purchase long-term care (LTC) insurance. Both options have their merits and drawbacks, and the best choice often depends on individual financial situations, health status, and personal investment strategies. Investing […]
Preparing for the Unexpected: A Guide for Seniors and Their Adult Children
One of the things we emphasize with our clients—of all ages—is that planning for the unexpected is crucial. We do a lot of planning in our lives, from where we’ll go to college to where we’ll vacation. We may plan for retirement, but unfortunately we don’t put enough planning into what might happen to interrupt […]