Protecting the assets and finances of your older clients takes more than standard planning. If dementia or other memory issues begin to affect judgment, families need advisors who can act with precision. Longevity Strategists connects financial professionals to an ecosystem of experts who help secure assets while giving clients and their heirs confidence in every decision.
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Your clients look to you for foresight, especially when age-related challenges affect wealth and security. Longevity Strategists expands your reach with access to trusted experts who help protect older adult finances and guide families through complex transitions.
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Protecting assets for someone with dementia means creating structures that transfer decision-making to a trusted representative before confusion or risk sets in. Longevity Strategists connects families with attorneys and financial experts who prepare legal documents and financial plans that secure resources. With these measures in place, families can be confident a parent’s money is managed responsibly and aligned with their long-term needs.
To determine a client’s retirement readiness, you must ask holistic questions that cover their emotional and lifestyle goals, their current financial status, and their future planning. An effective assessment goes beyond just the numbers to uncover the client’s attitudes and motivations about money and retirement.
Helping clients plan for healthcare costs in retirement involves a comprehensive approach that estimates future expenses, educates on coverage options, and builds cost-mitigation strategies directly into their financial plan.
To help clients consider long-term care costs, start a proactive conversation about their ideal retirement and potential future needs. Incorporate potential long-term care (LTC) expenses into their income plan to show how they might be covered, and then explore funding options, which could include self-funding, long-term care insurance, or hybrid policies.
To help your clients address leaving a financial legacy, begin by reframing the conversation from just “estate planning” to discussing their core values and life goals. Use empathy and specific questions to understand their vision for their loved ones and philanthropic causes. Then, work with a team of legal and tax professionals to implement the right strategies, such as setting up trusts, making tax-efficient gifts, or funding a donor-advised fund.
To address your clients’ retirement concerns, establish a foundation of trust and emotional connection before using open-ended questions to uncover their specific worries. By listening empathetically, you can move beyond financial figures to the core of their anxieties, providing personalized, holistic guidance.
Longevity Strategists is a human-centered app with AI supports for financial professionals to assist their older clients and their families.
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