MARCA ADVISOR PROGRAM · MAP ·
Working as a CPA, Attorney, Trust Officer, or Financial Planner brings you in touch with many different clients. At some point, you will have an older client who is isolated with no family or friends or an elder orphan.
Maybe you’ve experienced this scenario…
“Twice a year, Jim stops by to review investments or file tax returns. On the last visit, he was dressed for summer in February and his clothes could use a wash. Usually well organized, Jim forgot to bring the 1099’s to file taxes…”
As Jim’s fiduciary and longtime friend, what will be your next step?
MAP membership enables you to quickly gain the knowledge and experience you need to become an effective advocate for your longtime client.
MAP membership provides support to clients entrusted to your care reach their end of life decisions.
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Age-in-Place Services |
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Become a member. |
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Choose the service you want. |
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Choose the support you need. |
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Choose the method you receive it. |
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Need information? |
Use our specialist toolbox or search the knowledge base. |
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Need web-based information management? |
Use our Wealth Management system to get help finding resources to pay for care.
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Want to ask a question? |
Chat with a specialist online, or open a case for a response in 24 hours. |
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Want step-by-step guidance? |
Complete a profile. Within 24 hours, a
specialist is assigned who will work to understand your
situation and help you avoid costly mistakes. |
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Want to meet with a professional? |
When it’s time for a face-to-face meeting, your MAP
specialist will establish the screening criteria and
help you select the professional best suited for YOU. |
