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Retain and Grow Your Book of Business, Extend your Brand

Improve your ability to deliver quality retirement and protection education, information and care related services.
 

Assist with life issues both Health & Wealth and help your clients prosper.
Log In Using your existing credentials Learn about the Benefits of Life Management Advisor™ Learn more About Us Contact Us with Questions
Welcome to Life Management AdvisorTM

We are the premier solution for the convergence of ‘health and wealth’  for the investment professional

Get started today by registering and becoming the one and only solution for your clients.

  • Help your clients to make informed decisions related to life issues and senior care and help your clients plan for all of life's challenges.
  • Utilize Forefield Advisor™ a web based, sales, education, and client communication tool that enables you to deliver current, concise and FINRA compliant resources to their clients.
  • Access ElderCarelink™ the industry's largest care management search engine.
  • Provide your client personalized consultation with a Care Advisor who can:
    • Help them navigate the complex issues surrounding care related issues.
    • Answer their questions regarding local service providers.
    • Pinpoint care management services geographically.

 
Register for Life Management Advisor™