Longevity Specialists

Welcome to Longevity Specialists! Why become a longevity specialist? The Longevity Specialists platform was created to address the ever growing challenge of Lifestyle and Legacy planning facing retirees, their children, and the advisors who serve them.

Our Specialists work closely with families, addressing challenges like:

A Longevity Specialist will be able to answer these, and many other questions that are critical to reducing the financial and emotional stress faced by today’s retirees and their families. Our Specialists have a unique story to tell prospects and a toolbox of programs and solutions that address the key concerns of Baby Boomers, Millennials, and the Sandwich Generation. Our Longevity Specialists guide their clients through all of these decisions and many more.