I started Longevity Alliance with the
sole objective of becoming the trusted source of advice and products
for people planning to make the most of their increasingly longer lives.
With the costs of health care and health related services rising so
dramatically, it is more important than ever for people to have a partner
who knows as much about healthcare, government regulations, and aging
as they do about financial management. At Longevity Alliance,
we have two missions:
- We hold insurance companies
and financial institutions accountable for offering quality products
for people in retirement or planning to retire by selecting only the
best products from the best companies. Our management team has over
100 years of combined experience in financial and insurance companies
as well as organizations that advocate on behalf of aging consumers.
We know how the big institutions work and when they can do better.
- We translate the jargon
of financial products and planning so that you understand your options
and are comfortable with your decisions. Your needs are unique and you
are smart enough to make good choices; our role is simply to help make
sure the trade-offs are as clear as possible.
If you already have a financial advisor,
we can help them understand how to best explain future health and long-term
care needs, what products are best for addressing those needs, and how
the costs impact retirement planning assumptions. If you do not
currently have someone you trust to assess and improve your overall
preparedness, I encourage you to get
to know my Longevity Alliance staff and expert counselors. I am
sure you will see why I am so confident we can help.
At Longevity Alliance, we have selected
a small range of financial and insurance products specifically designed
to keep fees and overall costs low while providing the income and/or
insurance levels required to maintain the retirement lifestyle you want
and the peace of mind you deserve. We do not try to be all things
to all people, therefore in the event that we cannot offer an appropriate
solution for your situation, we will happily refer you to reliable companies
that can.
I am very proud of the way we do business
at Longevity Alliance and my single greatest measure of success is how
many of you refer us to your family and friends. I have ensured
that we are licensed in all 50 states in large part so we can be there
for families who might not have the luxury of being “there” for
each other. Please do us the honor of recommending us and
know that we will treat your friends and loved ones with the care they
deserve.
Thank you for trusting Longevity Alliance
to help make your longer life better.
Sincerely,
Steven Zaleznick
President and CEO
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