POINTS OF LIFE, LLC
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Education and Planning

FOR THE TRUSTED ADVISOR

​The Financial Complexities of Aging and Care - Questions to Ask

  • 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?

We are here to support you on how to further help your clients

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. We have been teaching “Elder Ed” for nearly two decades.

Have Questions?

We can help on a national level. 
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Call

(925) 984-0118
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Email

[email protected]
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​"Caring in America"

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  • HOME
  • About
  • Podcast
    • Become a Podcast Guest
    • Blog: Caring in America
  • Resources and Services
    • APlan2Age
    • Elder Care Resource Guide >
      • Guide and Guest Information plus Registration
    • For The Family
    • In the Workplace
    • For The Trusted Advisor
    • For Senior Care Business
    • Resources for Life
  • Contact us