Embed Aging-at-Home Strategy Into Your Practice
Sponsor SeniorThrive for the households you serve at less than families pay on their own, with the full advisor platform included. Stay indispensable as your clients navigate aging, for less than the cost of keeping one relationship.
Why Advisors Choose SeniorThrive
SeniorThrive becomes part of your advisory model, helping you stay relevant as clients and families navigate aging at home.
A Practice-Level Differentiator
Move beyond transactions. Deliver structured aging-at-home strategy your clients can feel and trust.
Retention Through Relevance
Stay embedded during life transitions that often reduce advisor visibility and engagement.
Proactive Leadership
Show families you are thinking ahead, not reacting after a crisis.
Built for Professionals Serving Aging Clients
If your clients want to age safely and independently at home, SeniorThrive becomes part of your advisory toolkit.
Financial Advisors & Wealth Managers
Realtors
Reverse-Mortgage & HELOC Specialists
Insurance Agents (Home, Life, Health)
Elder Law & Estate Planning Attorneys
Occupational Therapists & Home-Mod Professionals
Launch SeniorThrive With Your Top Clients
A structured process designed for seamless integration into your existing client relationships.
Choose Your Advisor Platform Tier
Select the annual platform license that matches the number of households you serve.
Introduce SeniorThrive to Priority Households
Begin with your top 5–10 clients who value proactive aging strategy.
Activate Co-Branded Onboarding
Clients receive structured onboarding materials aligned with your advisory relationship.
Track Engagement and Strengthen Relationships
Monitor household engagement and reinforce your role as a long-term strategic advisor.
Built for Client Trust and Data Protection
Your reputation depends on trust. SeniorThrive is designed to protect client data and maintain professional integrity.
Secure & Encrypted
Bank-level encryption protects all client data.
Strict No-Sale Policy
We never sell or rent client information to third parties.
Clients Retain Full Data Ownership
Clear privacy settings and transparent data controls at every level.
Advisor Platform Licensing
Every tier costs less per household than families pay at retail, and the advisor platform is included. The bigger the tier, the lower your cost per household. Each Essential license covers the older adult plus one family member. Reaching the rest of the family, which is where the next generation of your book is, takes the Family Seats below.
Solo
Advisor Platform License
Up to 5 Households
$1,450 retail license value
$1,350/ Year$270 per household. You save $100.
Advisor platform included at no extra charge
5 Essential households at $270 each (retail $290), with the full advisor platform included.
Everything you get
- 5 Essential licenses: older adult + 1 family member each ($1,450 retail value)
- Advisor dashboard access
- Client engagement tracking
- Quarterly impact summary
- Co-branded onboarding materials
- Priority advisor support
Core
Advisor Platform License
Up to 10 Households
$2,900 retail license value
$2,500/ Year$250 per household. You save $400.
Advisor platform included at no extra charge
10 Essential households at $250 each (retail $290), plus portfolio-level visibility across every client.
Everything you get
- 10 Essential licenses: older adult + 1 family member each ($2,900 retail value)
- Everything in Solo
- Portfolio-level client view
- Client safety status summaries
- Advisor marketing toolkit
Growth
Advisor Platform License
Up to 20 Households
$5,800 retail license value
$4,500/ Year$225 per household. You save $1,300.
Advisor platform included at no extra charge
20 Essential households at $225 each (retail $290), with engagement analytics across your whole book.
Everything you get
- 20 Essential licenses: older adult + 1 family member each ($5,800 retail value)
- Everything in Core
- Advanced engagement analytics
- Annual strategy review
Scale
Advisor Platform License
Up to 50 Households
$14,500 retail license value
$10,000/ Year$200 per household. You save $4,500.
Advisor platform included at no extra charge
50 Essential households at $200 each (retail $290), with a dedicated partner success lead.
Everything you get
- 50 Essential licenses: older adult + 1 family member each ($14,500 retail value)
- Everything in Growth
- Dedicated partner success lead
- Aggregated reporting exports
- Co-marketing collaboration
Per-household cost drops from $270 on Solo to $200 on Scale. Retail value based on Essential at $290 per household per year, billed annually.
Add-Ons That Deepen the Relationship
Extend any household when the family is ready for more. Priced below what families pay on their own.
Family Seats
+$225 per household / yearAttach this to the first cohort by default. Your platform license covers the older adult and one family member; these seats cover the rest of the family. That matters because the relationship you are protecting is with the adult children, and one seat reaches one of them. Adult children, spouses, and caregivers each get their own login, a shared dashboard, and coordinated updates. When the whole family is connected through your sponsorship, you are the advisor the household knows, not the one they inherit.
Those four seats cost a household $420/yr at retail ($10/mo each for three, then $5/mo). Through your sponsorship it is $225: a real saving of $195 per household, every year.
- Shared family dashboard with real-time updates
- Coordinated communication across adult children and caregivers
- Each family member gets their own login and personalized view
- You stay visible as the advisor who brought the family together
Four Circle seats for one household, taking it from two people (the older adult and one family member) to six. The household can add more in-app at any time, with no cap.
Concierge Onboarding
$50 per household, one timeMake every first impression count. Our team personally walks each household through account setup, device connections, and platform orientation on a one-on-one call. Your clients start confident and engaged from day one, and your name is attached to the experience.
Personalized kick-off call for each household so they hit the ground running
Why Bring SeniorThrive to the People You Serve?
A practical way to support independence while strengthening long-term relationships.
The Math Works Before the Platform
Every tier prices households below the $290 retail license. The advisor dashboard, engagement tracking, and impact reporting come included, not as a markup.
One Relationship Pays for Everything
Staying present through one aging transition, keeping one household's trust, or earning one referral covers your entire annual license many times over.
Stronger Relationships
Stay relevant during major life transitions. Be present when conversations shift from planning to real-world aging decisions.
Low Operational Lift
Simple sponsorship model. No complex implementation. Households activate directly inside SeniorThrive.
How Advisors Succeed With SeniorThrive
Real scenarios where SeniorThrive strengthens your client relationships.
"A client turns 70 and starts thinking about long-term care. Instead of losing visibility during that transition, you offer SeniorThrive as part of your advisory relationship, keeping you relevant and trusted."
The Financial Advisor
Client Retention Scenario
"Your clients plan for what happens after they pass, but not for how they live safely today. SeniorThrive lets you extend your value beyond legal documents into daily independence and family coordination."
The Estate Planning Attorney
Holistic Client Care Scenario
"Home safety directly affects claims. When your clients use SeniorThrive to identify and fix hazards, you are not just selling policies, you are actively helping them stay safer and reducing risk."
The Insurance Agent
Risk Reduction Scenario
Ready to Make Aging Strategy Part of Your Practice?
Households below retail, the advisor platform included, and one preserved client relationship pays for the whole year. Join advisors who are embedding aging-at-home strategy into long-term client relationships.