Talking with clients and families about Alzheimer’s disease or other forms of dementia can be difficult, especially for financial professionals who might not consider it their place to broach the topic.

The powerful stigma associated with Alzheimer’s disease, the most common form of dementia, can also cause some people—even family members who interact with them regularly—to avoid talking about the subject altogether.

We understand. That’s why Transamerica collaborated with researchers at the Massachusetts Institute of Technology (MIT) AgeLab to develop strategies financial professionals can use to start a conversation with clients they suspect might be experiencing symptoms of dementia.

By having the courage to start this difficult conversation, and by approaching it with genuine concern and compassion, financial professionals can help their clients navigate the path with dignity and help provide them with the financial strategies and protection they need.

Download the Toolkit for Clients with Dementia, which features six potential approaches to use with clients who still appear healthy and three others for clients who might be showing signs of cognitive decline.  It also includes valuable resources and a checklist to help guide you when creating a financial strategy for a client with dementia.

If you want to learn more about this topic, or would like hard copies of any material, please contact your Transamerica wholesaler. Field Guide to Dementia series also includes a presentation designed specifically to educate advisors about how to help clients living with Alzheimer’s disease or other forms of dementia.

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