Educate-The Trusted Advisor
The Financial Complexities of Aging and Care
Have you cared for a Spouse, Parent, Grandparent or In-Law etc.?
Do you have a comprehensive understanding of your Client’s life?
How many of your Clients are already caring for a loved one, Spouse, Parent, Grandparent or In-Law etc.?
How many are concerned they may be a caregiver in the future?
Are you having a comprehensive conversation with your Clients about the financial complexities of aging?
Do you understand all the options for care?
Do you understand the cost of care?
Do you understand the length of care?
Our services begin with an analysis of your knowledge
If needed, we may recommend a virtual class, called, “Elder Ed”
Learn the conversation you should be having with every Client, whether they are 25, 35, 55 or 85+
Ever struggle to get past Clients in the office or on a call?
Save Client’s Money-Get more Referrals-Generate more Revenue
We do not sell any Investment and or Insurance products
Been teaching “Elder Ed” for 17 years