LifeCare Gateway^SM offers an annual subscription-based service that is accessed via the web. Advisors' clients have access through a co-branded link on your Broker/Dealer or Firm's public website.

For Financial Advisors

• Profiling tools and services to discover and document clients’ lifecare needs and opportunities
• Educational content, information and tools focused on retirement and protection planning
• FINRA-reviewed client marketing materials
• Financial product solutions to help fund lifecare retirement liabilities
• Simple web-based ticket system, to initiate insurance and liquidity solutions
• Sales support desks that provide you with proposals and tips to close business

For Your Clients

• Solves pressing problems
• Caregiver needs assessment
• Access to listing of care providers on a local and national basis
• Health Proponent--access to professional health advocates to answer healthcare questions and help evaluate providers
• Health Care Advocacy & Assistance