Our Longevity Planning Specialists won’t need a lot of extra help from you in this area.  We pride ourselves on consistently providing only professional, accurate and honest education and protection recommendations. Of course, relaying your confidence in our Specialists to your referrals is always a great help and appreciated.

If you can provide information about any long term care experiences either the referral themselves or someone they knew have had, it can prove to be extremely valuable in personalizing the conversation and need building.

Any and all specifics regarding an individual’s age, medications, build and family history, will enable our specialists to help eliminate certain longevity planning solutions that are not a good fit. Consequently, they can lead and PERSUADE with the right strategy that is the most appropriate, personalized and customized.