Aging & How it Affects What We Do

Aging & How it Affects What We Do

  1. Demographics and the aging population.
  2. As clients age, or develop challenges such as chronic illness, advisers need to rethink many of the services they provide.
  3. Longer life expectancies also have to be taken into consideration so clients don’t run out of money in old age.
  4. Correlation between wealth and health.
  5. Care managers have been off radar for most advisors and are growing in importance as a member of the planning team.

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