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MAPs for the Life Course Journey
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      Frequently Asked Questions
What is MAP? An online information service providing tools and specialists to help members find answers to and design solutions for financial or eldercare matters that affect them.
What kind of resources does MAP offer?
  • Chat with a specialist online for immediate answers or open a case for answers within 24 hours about eldercare or financial matters.
  • Use the specialist toolbox to learn more and design your own solutions.
  • Use our information management solution to organize your financial information.
  • Get step-by-step guidance from a certified specialist to help with complex questions about care-giving or financial matters.
  • Use our specialists to help you find the professional best suited for YOU.
Who uses MAP? People who may not have the time or financial resources to meet with an eldercare or financial professional.
Who are MAP specialists? Financial specialists are professionals, who have met the standards as a Certified Financial Planner, and may also be certified or registered planners in college and life planning.
Care specialists are professionals who are nurses, social workers, or psychologists and may also be certified care managers and transition specialists.
How will I know who is providing information? After you submit a complete profile, a MAP specialist is assigned who will provide you with details of their experience and credentials. 
How can I verify credentials? Select an icon to verify licensure and certification credentials for your MAP specialist.
Who supports MAP specialists? Financial specialists with Marca Life Planning (MLP) provide support for questions about employer benefits, saving and investing, and college funding.

Care specialists with Marca Care Management (MCM) provide support for questions about aging, chronic conditions and care giving.
What is Wealth Information Management? Wealth Information Management is a web-based financial organization tool that will help you gain financial clarity and alleviate stress.
Does MAP provide investment advice? MAP does not provide investment advice or help you select an investment product.
Where can I get investment advice? If you wish to invest, please contact a representative of Marca Life Planning to discuss your goals and determine suitability.
What kind of financial questions does MAP answer? Can I qualify for financial aid?
How can we save and pay down debt?
Should I purchase group life or long term care?
My employer offers disability, do I need more?
What kind of eldercare questions does MAP answer? Can we qualify for Veterans Aid and Attendance?
What is my role as durable power for my parents?
Are there community resources for my parents?
Is the MAP secure? Uses industry standard encryption on all web pages where we ask you to provide personal information about your finances or eldercare.
How is my personal information handled? We are committed to securing your personal information.  For details, please review our privacy policy.
What if I have a concern? If you have a concern about the service or your specialist, please contact Ellen Newport at 800-489-3933 or put your concern in writing to Compliance at Marca, Inc., 4320 Eagle Point Parkway, Birmingham, AL 35242.
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Certified Financial Board of Standards

Board of Nursing

 Member of National Association of Professional Care Managers

Financial Planners Associations










Marca Life Planning

People don't plan to fail...
they just fail to plan
 

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