How Do Families Age Well?
Give your clients peace of mind and help them be less of a burden with the CareAlly platform.
CareAlly is a digital engagement and retention platform for financial advisors that provides clients and prospects tools and resources to navigate the challenges of caregiving, healthcare, and aging. The platform helps advisors grow assets, increase referrals, and differentiate their practice.
Financial Advisor Benefits
Grow Assets
Financial advisors can significantly enhance their overall value by strengthening relationships across generations. Engaging spouses and adult children helps advisors retain assets after clients pass.
Increase Referrals
CareAlly has a built-in network effect when the care plan and resources are shared with aging parents, adult children, and other relatives. The product is branded to reinforce the value and commitment of your firm.
Differentiate Your Practice
To stand out you must demonstrate your commitment to helping clients and prospects live and age well. With CareAlly, we help you stay top of mind and continually engage around the topics that matter most.
Utilize Data and Insights
Discover unique insights from CareAlly to have relevant conversations about products and strategies with the right clients and the right time.
$60 trillion
will pass between boomers and next generation over the next few decades.
90%
of children won't use the same financial advisor as their parents.
60%
of widows won't use the same financial advisor as their spouse.
How It Works
Care Roadmap
Helps you prepare before a crisis, identify what’s most important and highlights what decisions and events might be on the horizon.
Guides and Resources
Guides help families to discuss topics like home safety and caregiving burnout. Additional resources, like articles and videos, educate families on topics related to aging and longevity.
Community
Peer support is a powerful tool to help families navigate the challenges of supporting a loved one. The CareAlly forums are moderated discussions, ensuring that the information shared is relevant and accurate.
Aging Care Navigator
With access to Aging Care specialists and Longevity experts, clients are able to get answers and recommendations for specific issues they're facing.
Frequently Asked Questions
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The Care Roadmap looks at health/wellness, housing, personal, legal and financial areas to learn what's important and assess the family's current situation. We can then create a customized roadmap with specific recommendations and resources so families can be on the same page and Age Well.
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Aging impacts older adults and their grown children. CareAlly can be used by either grown children or older adults to create a plan and start a conversation that supports the needs, wants, and wishes of the entire family.
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The CareAlly platform is self-service for your clients. The platform is designed to allow your clients to easily create a care roadmap and access other content and tools to support them.
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The platform is licensed per month per financial advisor. They can then offer the service to all of their clients/prospects.
