Good News About Longevity Planning

A Fast Way to Learn About Services That Help You Navigate Life Stages
By Toni Noto

Hello all,

I have some good news to share about longevity planning. As you may recall, last year we launched our Longevity Planning Webpage, where we spotlight what longevity planning is and share our perspective on how it benefits people of all ages.

We also spotlight specific details about these four longevity planning tools and resources (the first three we offer complimentary to our clients) and how clients can easily sign up:

Clear Match Medicare. An unbiased agent partners with you to navigate options.
EverSafe. This alert shields you and your loved ones from financial fraud.
Everplans. A secure service that helps you organize and share key documents.
Broadspire Care Management. Fee-based caregiving support tailored to your needs.

Thanks to a new enhancement in the Client Access portal, available both on your computer and via the mobile Client Access app, clients can now learn more about these resources from within the portal. Next time you log in to Client Access to view your account, simply click on the Planning tab and from there you may access more on Goals or Longevity (see screenshot below).

In addition to learning about these resources from our website and conversations with our team, this is a convenient, interactive way to learn more directly from Client Access.

Our paths toward and through retirement are unique to each of us. Please reach out to me at Toni@MillstoneEvansGroup.com with any questions regarding longevity planning, I look forward to exploring our resources with you!

Client Access Portal. For help getting signed up or for more information on using the Client Access portal, please contact our office at 720-728-2801. You may also contact Raymond James Client Access Support directly at 877-752-2237 or email them at ClientAccessSupport@RaymondJames.com.

Best Regards,

Toni Note
Lifecycle Planning Specialist

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