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Assisted Living Facilities Worksheet

This worksheet provides a summary of the type of serves offered at these facilities and questions to use when assessing each residence.

  • Apr-14-2021
  • Worksheet
  • public

Evaluating Adult Day Services Worksheet

This resource describes the types of centers and services for individuals who are aging at home but require some support or health care, as well as guidance on selecting a specific center.

  • Apr-14-2021
  • Worksheet
  • public

55+ Independent Living Communities Worksheet

This worksheet provides a summary of the type of serves offered at these communities and questions to use when assessing each residence.

  • Apr-14-2021
  • Worksheet
  • public

Hiring a Home Care Agency Worksheet

This worksheet offers an overview of in-home medical and non-medical agencies and their services, and steps for selecting a provider.

  • Apr-14-2021
  • Worksheet
  • public

Interviewing a Caregiver Worksheet

This guide suggests topics and questions to help an individual or family member select a medical or non-medical caregiver.

  • Apr-14-2021
  • Worksheet
  • public

968914-TAPX588558 Aging Conversation Starters Rebrand_v3.indd

Suggestions for how to start the conversation with clients about planning for potential care and housing costs related to aging.

  • Apr-14-2021
  • Brochure
  • advisor
  • PUB ID: TAPX588558

The Hidden Costs of Aging Sample Prospecting Communication

Sample content for advisors to create firm-branded prospecting communications to clients regarding The Hidden Costs of Aging.

  • Apr-14-2021
  • Worksheet
  • advisor

Selecting a Geriatric Care Manager Worksheet

A guide to asking the right questions about credentials and range of experience in evaluating a geriatric care manager.

  • Apr-14-2021
  • Worksheet
  • public
  • PUB ID: TAPX305022-W3

Assessing Your Housing Needs Discussion Guide

A worksheet created to help contemplate future housing needs. This guide covers level of care, social support, neighborhood, comfort, pet and security considerations.

  • Apr-14-2021
  • Worksheet
  • public
  • PUB ID: TAPX305022-W1

The Hidden Costs of Aging Client Invitation

Sample content for Financial Professionals to create firm-branded invitations for The Hidden Costs of Aging events.

  • Apr-14-2021
  • Worksheet
  • advisor
  • PUB ID: TAPX599465

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