Caregiving
Caregiving
In 2021, about 38 million family caregivers in the United States provided an estimated 36 billion hours of care to an adult with limitations in daily activities.1 Recognizing and supporting family caregivers is critical to the emotional, physical, and financial health of caregivers and the loved ones they care for. As a financial professional, you’re in a unique position to help both groups.
Crucial conversations
The important things in life aren’t always easy, this is especially true when it comes to discussing caregiving and estate planning. As a financial professional you can play an important role in initiating and guiding these crucial conversations. It’s another way you can help your clients live their best life.
Caregiving resources for agents
Caregiving resources for clients
Dementia care resources
No one should have to face dementia care alone. We’ve carefully prepared resources to help you explore the challenges of dementia, so that you can be more financially secure, experience less stress, and be confident that you have fulfilled your loved one’s wishes regarding how they want to live.
Understanding the impacts of dementia
Financial strategies for living with dementia
Additional resources
Help guide your clients on other important topics that can impact their financial legacy. Tap into one of these resources to help start a conversation.
Individual planning
Taxes & social security
Estate planning
