What is your client's plan to address the risk of lost independence or cognitive decline?

Every financial plan addresses market risk.  Every estate plan addresses mortality risk.  Every tax plan addresses tax liability.  Yet, one of the most predictable risks facing the American consumer is the loss of independence or cognitive decline resulting in the need for Long-Term Care (LTC).  For millions, it remains undefined, unplanned, and unmanaged. For any advisor responsible for a consumer’s retirement, estate, tax, or risk planning, that risk must be measured, managed, and mitigated.

With a demographic shift taking place in the United States, consumers of all ages are increasingly looking for guidance on how to begin this planning process. INERTIA understands the challenges of bridging the gap between an advisor’s role and addressing the unique and specialized nature of Long-Term Care planning. We are here to help.

 

We have extensive experience working with advisors across the financial services spectrum and offer a proven framework to help them and their clients navigate Long-Term Care planning and implement practical planning solutions. Regardless of your advisory role, we work with you to help shift the significant and potentially catastrophic risks associated with the loss of autonomy and the need for care away from clients and their loved ones, helping preserve multi-generational financial security.

Thank you for visiting our site and taking the first step toward raising the professional bar and working to mitigate Long-Term Care risk for your clients.

"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

INERTIA is committed to facilitating the accessibility and usability of its Website for persons with sensory disabilities. To accomplish this, we will be implementing the relevant portions over time of the World Wide Web Consortium’s Web Content Accessibility Guidelines 2.0 Level AA (“WCAG 2.0 AA”) as its web accessibility standard, which allows the Website to be more accessible to persons with sensory disabilities. Until such time as our electronic upgrades are complete, if you have difficulty accessing our website to obtain information or for any other purpose, please call (727) 722.7726 for assistance.