What is your clients' plan to address Healthcare In Retirement & Long-Term
Quite simply, your clients' comprehensive financial, retirement, risk
management and estate planning is incomplete until that question is answered!
Given the demographic shift taking place in the United States, consumers of all ages are looking to
their advisors to help them begin this planning process. As an advisor, you likely understand the importance of planning for Healthcare In Retirement and future Long-Term Care
needs. However, you may find it difficult to bridge the gap between your advisory role and addressing the unique nature of this specialized area of planning.
INERTIA understands the needs of today's
advisor and we are ready to help YOU!
We have a proven track record of working advisors and their clients to navigate the Long-Term Care planning
process; ultimately helping to implement industry-leading, consumer-oriented planning solutions. Regardless of your advisory role, we will work with you to help you shift the significant
and potentially catastrophic risks associated with Healthcare In Retirement and Long-Term Care, away from clients and their families; ensuring multi-generational financial security and
enhanced client relationships.
Thank you for visiting our site and taking the first step.....
"How can financial advisors possibly fulfill their fiduciary responsibility to clients today without an
intimate knowledge of the health aspects impacting both their physical and financial lives?”
Dr. Joseph Coughlin
Executive Director, Massachusetts
Institute of Technology - AgeLab