Memory Care- Reminiscing with Purpose

    The demographic tsunami of baby-boomers is breaking on our shores and will soon swamp the elder care industry. The flotsam left in the wake of this phenomenon is an exponential increase in cases of dementia and Alzheimer’s.     While there is no cure as yet, Reminiscence Therapy (RT) can...
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Why Legacy Matters to Estate & Succession Plans

Why Legacy Matters to Estate & Succession Plans
Chart courtesy of Allianz American Legacies Pulse Survey      There is a huge unmet demand to provide a solution that can marry the client’s values with their valuables. Advisors need to know that their client’s life experience, the lessons learned and hard won wisdom cannot be listed on a balance...
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