Caregiver to her 86-year old mother
As a financial professional, there’s a good chance many of your customers are Caregivers like “Mercedes” – a persona we created based on findings from an extensive study of more than 2,000 older Americans. To create better experiences for your caregiving clientele, see Mercedes’ profile below. You’ll also find tips, resources and event ideas to help your clients in this life shift thrive.1
1The "Mercedes" persona is based on findings from a 2019 research project conducted by RTi Research, The Business of Aging, aha, AARP, and COLLABORATA in collaboration with Global Atlantic and other leading organizations.
Here’s your playbook to help your caregiving clients thrive.
Two-thirds of Caregivers say they’d benefit from financial education* – ask them about:
*Based on findings from a 2019 research project conducted by RTi Research, The Business of Aging, aha, AARP, and COLLABORATA in collaboration with Global Atlantic and other leading organizations.
*For illustration purposes only. These third party organizations and websites are not affiliates of Global Atlantic and their mention is for informational purposes only.
Event idea #1
Event idea #2
Event idea #3
*Consult your firm’s non-cash compensation policies prior to hosting events.
Help your Caregiver clients prepare for their own long-term care (LTC) needs with this fixed annuity with LTC benefits.
Give your Caregiver clients growth opportunity with no down market losses.
This fixed index annuity offers your Caregiver clients an opportunity to secure protected lifetime income.
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