Symposium to Explore Impact of Alzheimer’s Disease and Dementia on Financial Planning
PR Newswire Association LLC |
According to the
"
In partnership with
- Understand the client's complete assets, especially real estate.
- Identify all income sources and insurance benefits to understand if they fit the client's current and future needs.
- Focus on intentions: Help clients articulate their plans and wishes so that advisors can design an effective plan to meet clients' needs and goals.
- Examine the client's options for managing day-to-day financial affairs, including banking.
- Discuss the client's and family's preferences for care management and how to pay for it.
"Declining financial skills may be among the first symptoms to appear in the early stages of Alzheimer's. Moreover, the disease may leave individuals and families vulnerable to impaired decision-making and possible fraud," said
"Research shows that the average advisor serves seven clients living with Alzheimer's disease," said Paulsen. "This disease will transform the way our industry plans for retirement, and
To learn more about the symposium, please visit http://blog.transamerica.com/health-care/transamerica-hosting-dementia-panel.
About
With a history that dates back over 100 years, the
About MIT AgeLab
Media Inquiries
Hank Williams
Phone: 319-355-7789
Email: [email protected]
Email: [email protected]
SOURCE
Wordcount: | 696 |
Advisor News
Annuity News
Health/Employee Benefits News
Life Insurance News