Help your clients achieve the retirement lifestyle they want while leaving the legacy they desire.

Welcome to Longevity Specialists!

Why become a longevity specialist? The Longevity Specialists platform was created to address the ever growing challenge of Lifestyle and Legacy planning facing retirees, their children, and the advisors who serve them. Our Specialists work closely with families, addressing challenges like:

  • Will I outlive my income?
  • How will I deal with my post-retirement health care?
  • Will I become a burden on my children?
  • When can I retire, and how long will I be retired?
  • What legacy do I want to leave?

A Longevity Specialist will be able to answer these, and many other questions that are critical to reducing the financial and emotional stress faced by today’s retirees and their families. Our Specialists have a unique story to tell prospects and a toolbox of programs and solutions that address the key concerns of Baby Boomers, Millennials, and the Sandwich Generation.

Our Longevity Specialists guide their clients through all of these decisions and many more. Find out how you can become a part of the team today!

Sales Tools & Training

The education, sales ideas, videos, presentations and other resources you need to specialize in post-retirement planning.

Marketing & Product Resources

The marketing materials to help you open the doors and the product solutions to help you close the sales.

More Retirement Resources

Post-Retirement Health Care Solutions: Medicare, Long-Term Care, Chronic Illness Resources and Social Security Planning.

Client-sharable inforgraphics on a variety of subjects