Aging Options

Products

At Aging Options, we provide a comprehensive suite of LifePlanning services that address every aspect of your retirement needs. Our solutions are designed to Educate, Empower, Organize, and Guide you through every stage of retirement. 

Aging Options Academy

The Aging Options Academy offers a wealth of resources designed to help you understand and manage your retirement planning. From webinars and tutorials to comprehensive guides, the academy is your go-to resource for all things related to retirement planning. 
Access a wealth of knowledge through our Academy, where we provide education on all aspects of life planning, ensuring you’re well-informed and prepared. Our goal is to empower you with knowledge about successful retirement planning and the pitfalls to avoid.

Features: 

  • Webinars:   Live and recorded sessions with experts covering various aspects of retirement planning.
  • Tutorials: Step-by-step tutorials on specific topics, such as managing healthcare directives.
  • Guides and eBooks: Comprehensive written resources that cover everything from financial planning to legal considerations. 
  • Interactive Courses: Engaging courses designed to provide in-depth knowledge and practical skills. 

Price

$300

(Free with any LifePlanning package)

Life Plan Organizer

Our Life Plan Organizer helps you integrate all aspects of your retirement plan into one cohesive strategy. This includes organizing your legal, financial, health, family, and housing information, ensuring that your retirement is well-structured and secure. 
Our Life Plan Organizer guides you through each stage of your retirement, offering tailored advice and tools to manage your retirement plan effectively. It allows you to enter all your retirement planning data in one place, including legal documents, financial records, health records, and more. Create a comprehensive ‘About Me’ file to explain your preferences to your agents. 

Features: 

  • Personalized Planning Tools: Tools to help you create a comprehensive and personalized retirement plan. 
  • Notifications and Reminders:Alerts for important milestones and deadlines. 
  • Secure Document Storage:Access your legal Documents anywhere with our Safe and secure cloud storage 
  • Document Management:Upload and organize essential documents such as wills, POAs, financial records, and health records.  
  • Customizable ‘About Me’ Page:A section for you to outline your personal preferences and instructions for your agents.  

Price

$0

(Free with any LifePlanning package)

Agent Guidance 

Receive clear and detailed guidance for your designated agents, ensuring they understand their roles and responsibilities during critical times. Our guidance services ensure that you and your agents are fully prepared to act on your wishes when unexpected things happen. 
Our Agent Guidance App provides comprehensive, step-by-step instructions for your designated agents, ensuring that your wishes are carried out exactly as you intend.

Features: 

  • Detailed Instructions: Clearly defined steps for health, financial, and legal decisions. 
  • Scenario-Based Guidance: Instructions tailored to various potential scenarios, ensuring preparedness for any situation. 
  • Emergency Protocols: Guidance on handling emergencies effectively and efficiently. 
  • Regular Updates: Continuous updates to the guidance plan as laws change and your situation evolves. 

Price

$300

(Free with any LifePlanning package)

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