A major risk to any financial plan is the unexpected expenses associated with caring for loved ones in their time of need. Anyone who has been through it can testify it is a challenging experience with a labyrinth of decisions.

 

Through Life Management Advisor^TM, you complete the 'holistic' relationship by offering your clients one trusted resource that they can turn to for all stages of life decisions.

 

 

We can help you avoid disintermediation from other professionals from whom your client heretofore sought advice because you and your Broker Dealer did not address this aspect of life needs.

 

With health care costs rising, planning and protecting your clients from infringements on their retirement objectives are imperative.  Ensuring that your clients have the appropriate amount of coverage given their life choices and health will smooth out the hurdles as they age.  Here are a few things to keep in mind.

 

Care Management

About 40% of your clients will require long-term care after reaching 65 years of age.  As Medicare provides only limited coverage for long term services you might want to discuss with your clients the value of long term care insurance. The Life Management Advisor^TM health tools allow your clients to get immediate care management aid. 

 

Care Advisor

Your subscription to Life Management Advisor^TM allows you to deliver premier care advisory consultation services to your client at a discounted rate of $85.00 per hour. Just have your client fill out our Caregiver Needs Assessment and they will immediately be given access to a Care Advisor.