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Better Serve Your Elder Clients
With a Customized Financial Solution
Our Goal:
To qualify your senior client for Mass Health, while turning the equity from the sale of their home into an income stream for them (instead of going to the government).
Assets Protected and Preserved with Medicaid Qualifying Financial Products
We know your senior client has worked hard to accumulate wealth over their lifetime. We help safeguard their real estate equity as they transition from their family home to senior living. But we don’t stop there. After their passing, we also ensure the assets go into a trust for their heirs.
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25 Years of Customized Senior Assistance
We’ve spent a quarter of a century helping elders through this challenging process with a customized solution for transitioning to a senior living facility. Attorneys, CPAs and other Senior Specialists can better serve their clients with one or all of our services:
- We clean up and sell the relocating senior’s home.
- Depending on their needs, we help find the best senior living facility available.
- We protect their assets with the best Medicaid qualifying financial products on the market from the highest rated companies, generating an income stream for the rest of their life.
We Simplify What is Usually a Difficult Time
Our one-stop-shop approach gives the family member a single, stress-free contact instead of several. We become the liaison between them and all the transitional steps needed to make sure their loved one is happy and cared for.
If your client needs help protecting their assets during their sunset years, feel free to pass this information along to them.
[URL and Phone Number here]
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