We enable financial advisors to identify and mitigate the risks that are the greatest threats to the financial security of older adults…
Like high health care and long-term care costs. Diminished financial decision-making capacity. Lack of transparency in financial management. Gaps in estate plans. Missing or incomplete health care directives. Financial fraud and abuse. Aging parent caretaking responsibilities. Where and when to move. When to quit driving.
...driving higher levels of client acquisition, engagement, and asset consolidation...
Charge incremental fees for the health and aging plans generated by the platform. Sell more protection products. Initiate better client conversations. Offer more personalized recommendations. Broaden and differentiate services and marketing messages. Get more introductions to the next generation. Consolidate current client assets and attract new clients.
...and enabling more effective compliance with senior protection and fiduciary regulations.
More successfully comply with FINRA Rule 4512 ("trusted contact"), NASAA Model Act to Protect Seniors, fiduciary and best interest rules, and other state and federal senior protection regulations.
