Advisors, Do You Have a Dementia Escalation Plan?
As the client base advisors serve gets older, they may well find themselves with a client who exhibits signs of diminished capacity.
The Alzheimer’s Association found that in 2015, over 5 million people 65 or older had Alzheimer’s, or 11% of people in that age group.
Andrus, Danielle, "Advisors, Do You Have a Dementia Escalation Plan?" (2016). In the News. 1441.