Elderlife provides seniors and their loved ones with financial information, guidance, and services that simplify the transition to senior living. The Financial Concierge program offers an inclusive and thorough approach to paying for senior living, by helping seniors and families examine their financial situation and walk them through their best options to pay for senior living. If the family decides to move forward with one of these options, the Financial Concierge also helps them coordinate any needed products and services.
In a single phone call, seniors and their families get a complete solution tailored to their unique needs and resources. This includes help with real estate, veteran’s benefits, insurance policies, and other sources of funding. Best of all, Elderlife can provide short-term financing if they need to move quickly. The Elderlife Bridge Loan is unique and specifically designed to bridge short-term financial gaps and help seniors move now, while waiting for long-term funding to become available.
Ultimately, whether the family uses the Elderlife Bridge Loan or not, the Financial Concierge provides peace of mind during a stressful time, and the tools they need to make confident, informed decisions about paying for senior living.
*The format of this live training course, is generally acceptable for credit with most State Bars. We will provide you instructions on how to apply for credit in your state if it is not pre-approved below. The course is also pre-approved for State MCLE credits in the following states for the following hours:
California 6 Hours
Washington 7.25 Hours
Nevada 6 Hours
Colorado 7 Hours
New Mexico 6 Hours
Utah 6 Hours
Idaho 6 Hours
Wyoming 6 Hours
Florida 7 Hours
Georgia 7 Hours
More states coming soon...
The course does not include any credits for ethics.
**This training course also meets the requirement for 3 hours of CLE for maintaining accreditation with the Department of Veterans Affairs as found in Title 38 CFR 14.629 (b). This course will also meet the mandated 3 hours of first year CLE requirements as well as any ongoing 3 hours of CLE on veterans law and procedures required every two years (see 38 C.F.R. § 14.629). The information in this course and the detailed handbook that comes with the course are a result of knowledge derived from our participation in thousands of claims for veterans disability benefits. If you wish to become accredited by the Department of Veterans Affairs, please contact us and we will provide you instructions on how to become so. It takes several months to become accredited and if you wish to use this course to meet your first year requirement for VA Accreditation CLE, you must file your application at least 4 months before attending the conference.