We founded the company on a simple premise: to find families the financial opportunities they don't know they have.
At our core, we help families navigate and pay for long-term care as well as their life during retirement.
We help families navigate the process by connecting them to people who deeply know the system. We help families pay for the care they want by selling or refinancing an existing life insurance policy or other illiquid asset they may own.
Getting older and assuming the responsibility of caring for those who we love is stressful. Finding ways to hire and pay for the care or services required can make this time in life even more stressful. My family has been there. When my mother was diagnosed with dementia I struggled to find answers to my questions. I searched high and low on the internet about long-term care when I stumbled upon information about how my mother's life insurance policy could be bought out for cash that I could use to pay for great long term care.
Here’s what I figured out: Selling a life insurance policy (ie: asset) can be an opportunity for retirees to get a living benefit from the same life insurance they've paid into for decades. Based on my research, my mom would have received more than $150,000 if she had not surrendered back to the insurance company.
After being told by my mother’s financial advisor, the only other proxy who knew about this, that selling her life insurance policy "would have been a good decision,” I was livid. Even more frustrating was the inability to get clear, straightforward answers to my questions.
Providing clear, straightforward information to families and the partners they rely on — specifically about how they can afford the things they want and need — is why we founded Worthright.
-Aaron
If you'd like to talk, reach out anytime via phone or email.
Our values are what hold us accountable as a company. Accountable to ourselves, our customers, and everyone we interact with.
If our story and what we're trying to create resonates with you, we'd love to talk. We are actively looking for individuals with experience in engineering, data science, digital marketing, senior care and retirement-focused financial services.
