The following Financial Professionals who qualify will be listed in our Senior Directory:
  • Financial Advisors
  • Estate Planning Attorneys
  • CPAs
  • Insurance Agents
  • Funeral Providers

Directory of Financial Professionals 

Over 85% of Seniors and Families Prefer:

1.  USING A DIRECTORY versus filling out a form on the Internet

2.  TO RESEARCH a Financial Professional online before contacting

3.  EASY ACCESS to contact, business, website, services, directions

4.  CHOOSING A MEMBER who is Pre-Screened and Qualified


FACT:  50+ Age Group is the Fastest Growing Internet Users...

FACT:  87% of Families Surveyed Research You Online FIRST:

 

 A Low-Cost, Turn-Key, Business Opportunity... 

Membership is $49 Per Month - Apply Here:

(Membership is month-to-month with NO long-term contract)


  • First Name: *
  • Last Name: *
  • Company: *
  • Website:
  • Email: *
  • Street Address1 *:
  • Street Address2:
  • City: *
  • State: *
  • Postal Code: *
  • Phone1: *
  • Phone2:
  • I am a Financial Advisor/Planner:  Yes  No 
  • I am a CPA:  Yes  No 
  • I am an Estate Planning Attorney:  Yes  No 
  • I am an Insurance Agent or Specialist:  Yes  No 
  • I am a Health Insurance Agent:  Yes  No 
  • Please List Any Certifications, Designations, Associations, etc.:
  • Please List the Main Types of Services You Provide:
  • I Have at LEAST 5 Years Experience in My Industry: *  Yes  No 
  • I Have at LEAST 5 Years Experience in Retirement Planning: *  Yes  No 
  • Years of Industry Experience: *
  • I am Currently Licensed with my Regulatory Agencies and State(s): *  Yes  No 
  • I ONLY Recommend Products or Services Based on Suitability: *  Yes  No 
  • Is It True You Do NOT Have Any Felony Convictions in the Past 10 Years?: *  Yes  No 
  • Is It True You Do NOT Have any Negative Industry History in the Past 10 Years?: *  Yes  No 
  • Will You Review and Offer Initial Recommendations at NO COST?: *  Yes  No 
  • I Agree To Help EACH Person Who Contacts Me, or Refer Them To Qualified Help: *  Yes  No 
  • Do You Agree to Keep ALL Information Received Completely Confidential?: *  Yes  No 
  • I Certify that ALL of the Above Information is Accurate and Current: *  Yes  No 
  • I Agree to the Terms of the Member Agreement: *  Yes  No