Why Trusted Advisors Should Consider the TrustHouse Essential Access Program as a Proactive Insurance Policy for Their Clients

As trusted advisors—whether you are a wealth advisor, financial planner, T&E attorney, or family office professional—you play a critical role in your clients' lives. You guide them in safeguarding their financial futures, but are you helping them protect their health and well-being? In our fast-paced lives, we insure our homes, cars, and even our vacations, yet many of us overlook the most crucial insurance policy of all—proactive health management. Introducing the TrustHouse Essential Access Membership Program—a bespoke suite of healthcare services that acts as the ultimate proactive insurance policy for discerning families.

The Hidden Value of Proactive Care: A Personal Story

The inspiration behind the TrustHouse Essential Access Program came from my own family's challenges. My mom lives independently, and like many of your clients, my siblings and I are busy professionals scattered across the country. My brother, who lives closest, often bears the responsibility of checking in on mom, balancing this role with his own demanding job and family life.

When mom had a health scare, it became clear how vulnerable we were. My brother struggled with the burden, and the rest of us were left scrambling—making last-minute trips, rearranging work schedules, and dealing with the emotional and financial strain of managing her care from a distance. We wanted to support my brother and mom, but our options felt limited: a full-time aide was too much, and mom wasn’t comfortable with a stranger in her home.

We needed a solution that fit our family’s needs—one that provided professional oversight without compromising mom’s comfort or independence. That’s why we turned to the TrustHouse Essential Access Program. It was exactly what we needed: a proactive approach to health management that acts like an insurance policy for our family. Our elite nurses became a critical part of mom’s care team, providing early detection, monitoring, and immediate responses to any health concerns.

If mom falls, our nurse knows right away and coordinates a plan, updating us immediately. For urgent issues, we have direct access to Sollis Health, avoiding stressful ER visits. For less urgent concerns, Care2U keeps mom comfortably at home. Today, mom has a trusted relationship with her registered nurse, who not only manages her care but also provides regular updates to us, allowing us to stay connected no matter where we are.

For my family, this program has been a lifeline, alleviating the stress of unexpected medical events and helping us stay ahead of potential issues. It’s a proactive safety net that has allowed us to maintain our busy lives while ensuring mom receives the best care possible.

A Game-Changer for Advisors and Their Clients

Advisors like you know that your clients’ financial stability is directly impacted by their health and the health of their loved ones. When a client or a family member experiences a medical crisis, it’s not just a health issue—it’s an emotional, logistical, and financial one that can disrupt everything. The TrustHouse Essential Access Program provides your clients with a level of proactive care that prevents small issues from becoming major problems, reducing the stress on families and ensuring they can continue to focus on their lives and work.

Benefits That Resonate Across All Advisor Relationships

• Early Detection and Monitoring: TrustHouse nurses are trained to detect early signs of health issues, from falls to early onset dementia or Alzheimer’s, allowing for timely interventions that prevent hospitalizations.
• Proactive Health Management: Regular health checks, medication adherence, and vitals monitoring ensure ongoing health issues are managed effectively.
• Peace of Mind: Your clients can be kept fully informed about their loved ones’ health, reducing the stress of caregiving from afar and allowing them to focus on their lives.
• Immediate Access to Elite Healthcare Providers: With partnerships like Sollis Health for emergency services, Care2U for non-urgent needs, and Wellworth for specialist referrals, TrustHouse ensures seamless care that keeps clients out of the ER and in the comfort of their homes.
• Enhanced Quality of Life: Your clients can live without the constant worry of “what if,” knowing they have a system in place to manage their health proactively.
• A Turn-Key Insurance Policy: This program takes the guesswork out of navigating healthcare, offering a comprehensive solution that saves time, reduces stress, and provides invaluable peace of mind.

Reframe Health as an Essential Part of Financial Planning

This isn’t just about healthcare; it’s an investment in a client’s overall well-being. It’s the missing piece in their financial plan that ensures their health is protected, their family is informed, and their quality of life is preserved. As a trusted advisor, you have the unique opportunity to offer your clients a proactive health management tool that complements your financial guidance.

The TrustHouse Essential Access Program is the ultimate form of insurance for your clients—providing not just care, but a comprehensive solution that anticipates needs, manages risks, and delivers peace of mind.

Imagine a world where your clients are as protected in their health as they are in their wealth. Let’s make that a reality.