As Americans live longer, many find themselves serving as caregivers to aging family or friends. Without proper planning, caregivers are often hit with emotional and financial burdens, according to the Allianz 2016 Safeguarding Our Seniors Study.
Because financial professionals are often at the forefront of these planning conversations, we developed the Caregiving Readiness Guide. This tool can be used with clients or prospects to start those important conversations about medical decisions, necessary documents, and instructions to family members, with simple checklists intended to guide, and not overwhelm. We designed the tool so that all of this information can be captured and organized in one simple folder.
Download copies of the guide Or, if you’re appointed with us, you may contact us for hard copies by calling the Sales Desk at 800.542.5427, or the FASTeam or Life Case Design Team at 800.950.7372 (877.796.6880 for New York).
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The 2016 Safeguarding Our Seniors Study was conducted by Allianz Life Insurance Company of North America (Allianz) in August 2016 with 1,000 panel respondents age 18-64 who are either actively providing care for a nonspousal elder age 65+, or could be in a position to provide such care within the next five years.
Allianz, Allianz Life insurance Company of New York (Allianz Life® of NY), and Allianz Life Financial Services, LLC are affiliated companies.
This material is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Allianz Life Insurance Company of North America (Allianz) and Allianz Life Insurance Company of New York (Allianz Life® of NY), their affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney for their own situations.
