JOIN THE LONGEVITY REVOLUTION
A Guide for Financial Advisors and their Clients
by Bradley C. Jenson, CFP®, CIMA®, AIF®, CAP®; John Comer, CFP®; and James V. Gambone, PhD.This groundbreaking book in financial services introduces clients and advisors to longevity concepts and provides a step-by-step guide for creating a Personal Longevity Plan to live a more purposeful, fulfilling, healthy life to age 100 and beyond!
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PRAISE FOR JOIN THE LONGEVITY REVOLUTION:
“For financial advisors and their clients, planning for the future now encompasses much more than accumulating assets and managing financial preparedness. A comfortable retirement aligns wealth and health. Most essential today is helping our clients plan to “refire” and realize a state of juvenescence, with little regard to the number that previously defined us – age. Achieving this level of flourishing longevity takes strategy; this strategy is just part of this insightful and soon to be necessary companion. For clients wanting to better prepare their unique life roadmap and for financial advisors helping their clients navigate life with “peace of mind,” this is your guide. It is valuable and recommended, as we are all living the same journey.” FRANK McALEER, CFP®, CIMA®, Senior Vice President, Wealth Planning, Global Wealth Solutions at Raymond James
“As a financial planner for 40 years, I believe this is one of the most important and helpful shifts in thinking I’ve ever seen for those wanting to live an exquisite life. It is evidence-based and addresses an issue we will all face, significantly longer lives than we might have thought . . . . I believe your life may end up being more than you ever imagined.” ELISSA BUIE, CFP®, Founder/CEO Yeske Buie Inc., Past National Chair of the Financial Planning Association and Past National Chair of the Foundation for Financial Planning
“This is a fantastic resource for starting new conversations leading to an action plan for thriving in the future. As financial planners who want to become part of the exciting Longevity Revolution, we need to complete Personal Longevity Plans for ourselves so we can inspire our clients to join us. We’re all in this together.” JANET A. STANZAK, MS, CFP®, Financial Empowerment LLC, Past National Chair of the Financial Planning Association
“From the Greatest Generation to the youngest Digital Generation, this is a great read. As our lifespans extend, this is a helpful guide for financial advisors so their clients, or themselves, won’t leave this world with plenty of money and unmet dreams!” LEE BAKER, CFP®, Founder and CEO of Apex Financial Services, Past President AARP Georgia, and Past National Board Member of the Financial Planning Association
Click here to read an inclusive book review by Catherine Collinson, MBA, the founding chief executive officer and president of the nonprofit Transamerica Institute and its operating division, Transamerica Center for Retirement Studies.