Put another way, we give them the peace of mind they deserve.
To do this, we make sure the banks, credit unions, brokerage firms, and other institutions we work with have what they need to offer best-in-class guidance.
Cutting-edge products for our partners: We’ve designed solutions to maximize asset preservation and government program benefits. Our exhaustive knowledge of the industry allows us to innovate brand-new products that meet evolving healthcare needs:
- Medicare insurance
- Medicaid-compliant annuities
- Prepaid funerals
- Long-term care insurance
- Life insurance options
- Guaranteed investment options
Specialized training for institutions: Traditional planning doesn’t work for today’s seniors. Our experts teach you how to properly advocate for clients while increasing your revenue. We also provide private workshops to add value to your existing services.
Product Highlight: Prepaid Funerals
Elder Life Group is one of the nation’s largest distributors of prepaid funerals. Our solution protects funds set aside for burial in most states without impacting your clients’ government benefits. This strategy is protected under federal Medicaid law, meaning their investments are guaranteed to be safe from creditors and predators.
Find out how you can leverage this tool for your clients.