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
Taxed Out
Do you feel good about your taxes this year? Whether you filed early or just squeaked in by April 15, finishing tax season always brings a wave of relief. But April is also Stress Awareness Month—a reminder that financial stress doesn’t end with taxes.Long-term care is one of the most significant—and often misunderstood—expenses people face […]
Women’s Unique Challenges for Retirement
March is Women’s History Month, a time to celebrate the achievements of women throughout history. It’s also an opportunity to acknowledge the unique financial challenges women face in retirement, particularly when it comes to long-term care. Planning ahead with a trusted financial advisor is crucial to supporting independence and securing quality care in later years. […]
Are You in a Situationship…with Your Financial Adviser?
Valentine’s Day is the perfect time to reflect on the relationships in your life—and not just the romantic ones. When it comes to your financial future, are you in a true relationship with your financial adviser, or is it more of a “situationship”? In dating, a situationship refers to a casual affair where there is […]