Free eBooks

Tips for Advisors

attractive senior woman and her loving husbandWhat Every Advisor Needs To Know About Planning For Long-Term Care

By Carolyn Rosenblatt, RN, Elder Law Attorney, and Dr. Mikol Davis, Geriatric Psychologist

When you plan for retirement with your clients, you certainly look at out of pocket medical expenses they need to plan for in the years ahead. But do you have a clear idea about what those costs actually are? Various calculations appear in industry publications about “the average out of pocket medical expenses a couple, age 65 can expect in retirement”. None of them address the subject in any detail. We think they are far from reality. This is based on our experience as aging experts and care providers ourselves, seeing the costs of aging firsthand, on the ground, not just in theory. This ebook is a brief reality check. We offer you some truth about out of pocket medical expenses that the averages and publications do not address.

 Get your free eBook now by clicking on the blue button below!

Once you submit the form after clicking on the button, the eBook will be downloaded to your computer right away, Check your download folder for the eBook. (Your privacy is always protected-we never share your email address!)

Click Here to Download

howtorecognizefinancialabuseHow to Recognize Financial Elder Abuse

By Carolyn Rosenblatt, RN, Elder Law Attorney, and Dr. Mikol Davis, Psychologist

Every professional can do something about financial abuse.  If you know the signs, you’ll be more sure of yourself. This is a quick read. Get your free, informative eBook now.

Once you submit the form below the eBook will be downloaded to your computer right away, Check your download folder for the eBook. (Your privacy is always protected-we never share your email address!)

Click Here to Download

How to Talk to Your Older Client About Memory Loss

By Carolyn Rosenblatt, RN, Elder Law Attorney, and Dr. Mikol Davis, Psychologist

You’ve been seeing those warning signs of cognitive decline in your client for some time. Your client is probably impaired and you know you can’t ignore it.  But how do you bring it up?  Fast, professional advice is here to download right now in your free, informative Ebook.

Once you submit the form below the eBook will be downloaded to your computer right away, Check your download folder for the eBook. (Your privacy is always protected-we never share your email address!)

Click Here to Download

Give Your Clients a Heads Up About “The Grandma Scam”

By Carolyn Rosenblatt, RN, Elder Law Attorney, and Dr. Mikol Davis, Psychologist

It’s amazing that a time-worn scam like this is still getting older clients to fall for it. But it works for those thieves because your oldest clients haven’t heard about it. You can give them a heads up and perhaps save a client from the embarrassment and loss from a ripoff. Get your free, informative eBook about how to warn them now.

Once you submit the form below the eBook will be downloaded to your computer right away, Check your download folder for the eBook. (Your privacy is always protected-we never share your email address!)

Click Here to Download

The Facts About Privacy Rules, Financial Abuse, And Your Aging Clients

FINRA, SEC and NASAA are on the same page about protecting senior investors. They see this as a priority. They have issued white papers and created model rules. After public comment, many of the model rules will become mandates. They want you to report fraud and abuse.

By Carolyn Rosenblatt, RN, Elder Law Attorney, and Dr. Mikol Davis, Psychologist Once you submit the form below the eBook will be downloaded to your computer right away, Check your download folder for the eBook. (Your privacy is always protected-we never share your email address!)

Click Here to Download

Resources for Your Clients

How to Talk to Your Aging Parents About Finances

By Carolyn Rosenblatt, RN, Elder Law Attorney, and Dr. Mikol Davis, Psychologist

Your client may have difficulty with intergenerational communication about finances. Whether you help a senior or their adult child, it will make it easier for all if your client gets some practical tips about how to have the conversations ab out money. Get your free, informative eBook now and offer it to your client as an added value item.

Once you submit the form below the eBook will be downloaded to your computer right away, Check your download folder for the eBook. (Your privacy is always protected-we never share your email address!)

Click Here to Download

Advisors: Give Retiring Clients Added Value

Ten Step Checklist For Smart Retirees

By Carolyn Rosenblatt, RN, Elder Law Attorney, and Dr. Mikol Davis, Geriatric Psychologist

In this competitive world for financial professionals, everyone wants to justify your fees and to show that you truly give value to clients. This is ever more important at the point when clients reach retirement.Besides your excellent planning with them, give them something to take away that addresses the other issues in retirement: responsibility to loved ones to communicate where things are, and a reminder of what documents they need as they accept being older and entering their declining years. it’s so important that your client’s loved ones understand where to locate important information, including financial information when the time comes. We’ve put these and other quick reminders together in a ten step checklist for your clients. Learn what’s in it, how to use it with them and how it can make you look good in a fast read eBook. The ten step checklist is included in downloadable form you can simply print out and hand to them.  Get your free eBook now by clicking on the blue button below!

Once you submit the form below the eBook will be downloaded to your computer right away, Check your download folder for the eBook. (Your privacy is always protected-we never share your email address!)

Click Here to Download

Share This