Advocacy in Aging
Estate and healthcare planning for the living years.
- Help your clients with the difficult conversations about death, critical illness or loss of independence
- Integrate life transitions in your clients’ estate and financial plans
- Assist your clients to build their advocacy team, with you as a key trusted advisor
Your clients are living longer, with a significant likelihood of some reduction in their ability to operate independently. Life transitions and longevity are upon them. Planning for the unplanned situations has become necessary.
Marc introduces the Advocacy in Aging (AIA) planning framework for the aging years, providing your clients with the peace of mind that their affairs are well organized and ready for transition. By gradually assembling and nurturing a team of trusted advocates, your clients will develop the open communications and relationships that will provide the help to really manage, and ultimately transition, all aspects of financial, physical and mental affairs.
Most people are hesitant to talk about money, death, critical illness or loss of independence, especially with family.
Strengthen client satisfaction and retention, expand family relationships, and attract new customers by guiding your clients through the aging plans and conversations.
- Demystifying estate and healthcare planning using the 5-pillar approach
- Structuring financial plans that are easy to understand and transition
- Compartmentalizing the financial needs and assets over one’s lifetime
- On-going engagement of family and trusted parties
- Organizing, consolidating and downsizing assets, including principal and secondary residences
- Seamless transitions of financial and personal care management
Financial planning, estate transition, wills, power of attorney, downsizing, sustainable client engagement, estate organizer
About Marc Séguin:
After a successful career launching and commercializing innovations in telecom and entrepreneurial start-ups, Marc turned his attention to the challenges of financial and personal care management for seniors. He has helped many families including his own, plan for and deal with the inevitable changes in life that aging brings. These experiences have led him to crystallize an approach, in everyday language, to maintaining continuity in financial affairs and personal care. Marc, a father of 3 boys, and grandfather, lives in Ottawa with his wife of 35 years. He is an avid skier and loves the outdoors.