Are you comfortable advising clients living with Alzheimer’s disease? Do you think you have the proper resources to provide that guidance and support?

A recent Massachusetts Institute of Technology (MIT) AgeLab survey suggests most financial advisors would answer “no” to those questions.

According to the survey, nearly three-quarters (73%) of financial professionals are “not at all comfortable or somewhat comfortable” advising clients with Alzheimer’s disease and other dementias, and more than a third (35%) don’t believe they have the tools to provide that guidance.

Perhaps most surprising is more than half (58%) of advisors have never attended a training session or seminar dedicated to working with clients living with dementia. That’s a troubling stat considering the prevalence of dementia, which will continue to rise as the Baby Boomers age.

If you’re among the ones who don’t feel comfortable speaking to clients with Alzheimer’s, the most common form of dementia, it’s time to learn more about the condition.

That’s why Transamerica developed an award-winning series* in collaboration with the MIT AgeLab to help you better serve families living with dementia.


All created to help you and your clients formulate a comprehensive financial strategy, the Field Guide to Dementia series includes resources, guides, and presentations for both financial professionals and caregivers.

Financial professionals needing help approaching a client they suspect might have dementia will likely benefit form our Toolkit for Clients with Dementia, which features six potential approaches to use with clients who still appear to be healthy and three others for clients who might be showing signs of cognitive decline.

While it’s never easy to talk about dementia, the reality is the condition likely affects some of your clients.

If you’ve never attended a presentation about working with families dealing with Alzheimer’s or dementia, please consider scheduling one with us in the near future.

As you know, dementia is costly. Your clients need you to have a basic understanding about the condition and how to help them in the event they develop dementia.

Transamerica has the resources to help you feel more confident about advising clients and families who arguably need it most.

To get printed copies of our Field Guides – and to learn more about our dementia presentations for financial professionals and caregivers – call your Transamerica wholesaler today.

*Our series (Previously titled “Financial Planning in the Shadow of Dementia”) has won the 2016 Insured Retirement Institute (IRI) Individual Award, 2016 Business Marketing Association (BMA) of Colorado gold award for Best Strategy, the 2016 Global Aegon Award for Best Community Engagement, the 2016 Wealth Management Award for Insurance Service category, and the 2016 Mutual Fund Education Alliance (MFEA) Star Award.