Our WhealthcareTM Plans and supporting educational materials have been developed in conjunction with psychiatrists at the Massachusetts General Hospital (MGH) and other thought leaders in finance and health care including psychiatrist and best-selling author Ned Hallowell, MD.
Our Whealthcare PlansTM suite of products are based in part on a study entitled “Cognitive Function As A Proxy Of Financial Decision Making In Older Primary Care Adults” being conducted at MGH and sponsored by Cogniscient. We expect to have preliminary study results sometime early in 2017.
Our cloud-based applications enable advisors to more effectively serve, protect, and connect with older adult clients and families.
Sources: Wall Street Journal, True Link Report on Elder Financial Abuse 2015, Healthcare Cost Institute, David Laibson et al. “The Age of Reason: Financial Decisions over the Life-Cycle with Implications for Regulation”
Educational videos, research articles, conversation starter scripts, and worksheets covering numerous topics related to financial and health care planning, wealth protection, diminished capacity, and aging.
Watch a video and see how to more effectively protect seniors from financial exploitation.