Navigate complex issues

With our Caregiver Needs Assessment and access to Care Advisors, help your clients navigate the complex issues surrounding health care management.

LifeCare Gateway^SM enables your firm to differentiate your services from the competition by providing both ‘health and wealth’ services.  This value-add service provides a compelling marketing platform message that resonates with baby boomers, as well as Generation X’s, who are faced with the realities of assisting their parents as well as loved ones in need of care related services – a highly fragmented and confusing space.

• For your clients: Life Management Advisor provides access to the largest eldercare search engine enabling clients to access over 50,000 service providers by zip code and access to Care Advisors by simply completing a Caregiver Needs Assessment survey. Care Advisors do not sell products, nor do they provide any medical advice.
• For the investment professional: Life Management Advisor’s professional desktop solution provides industry-leading content and FINRA-reviewed materials addressing retirement and protection planning products and services in addition to care management services.