Just as college students explore every option available to pay for college, we believe seniors should explore every option to pay for senior living
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A Community Partner?
In order to provide your seniors with the best possible resources to pay for care, you can offer a Financial Concierge through a partnership with Elderlife Financial Services.
Let our Financial Concierge service assist your current and future residents today.Join the Elderlife Network
Thank you for your partnership. Please use the links below to access training and collateral materials.Brookdale Senior Living Elmcroft Senior Living Holiday Retirement Regency Senior Living Senior Lifestyle Corporation Somerby Senior Living Sunrise Senior Living All Other Valued Partners (Rental) All Entry Fee and CCRC Partners Entry Fee - Fox Hill
Existing and potential professional partners may access training, collateral and partner applications for:
- Real Estate Partners
- Insurance Partners
- All other Professional Partners
What People Are Saying
I am the Director of a department that oversees over 26,000 users. My family needed funds for Mom’s care until her home in New Jersey was sold. When the community recommended Elderlife, it was the perfect solution and I was able to set up a credit line using the Internet.
I wanted to move to a retirement community to enjoy life with people of like mind and faith. But to fund my entrance fee, I felt I had to sell my house. I was stuck. And then, Elderlife came into my life!
What impressed us about Elderlife was not only their combined knowledge of our seniors as well as banking, but also their commitment, involvement and participation in the senior housing and care field.
We have children, grandchildren, and great grandchildren, who wanted us to move closer to them all. Elderlife came into the picture when the community we were interested in recommended Elderlife to help us pay our entrance fee and move in now while we worked on selling our home.
Thanks so much for all of your concern and for being so nice to us. This is a trying time for all of our family, but you have helped make the process more bearable. If I can ever give a recommendation for your company, PLEASE just let me know.
“I would like to share with you my wonderful experience with your associate Dina. I was referred to Elderlife Financial by my mother’s assistant living facility Emeritus of Stafford in Manahawkin, NJ. Our family has been supporting her care the past year mostly out of pocket and currently have her house on the market. The family needed a financial bridge until the sale of the home. When I called Dina and explained my situation, not only was she courteous but really showed empathy to our families situation. She explained that we are here to help and everything will be fine. I felt from the start she was very thorough, trustworthy and had a firm handle on applying for financial assistance. I asked Dina many questions about the process in which she answered. What impressed me the most, if I had a question that she could not answer at the time she would get back to me within a few minute either by phone or E-mail. Dina is really a true professional. I have always said that a company is only as good as there people. Dina represents Elderlife Financial Services as a top notch organization.”
Brian, Life’s transitions could not have been effected without the excellent help and referrals by Elderlife Financial Services, a journey first begun with the kindnesses and patience of Tia.
There is never an easy or convenient approach to this difficult time. We were all caught so unaware, ok, perhaps were in denial, about my mother’s advancing decline and our ability to provide proper care and safety for her in our home. And then OMG, reality of the SHOCK of what it costs up front to transition someone to an assisted living situation …Again, we were totally at a loss as to what to do. Being led to The ElderLife loan program was a LIGHT in the darkness. Vicki especially, assisted to provide us with the right information and guidance throughout the application process, so that we could confidently make an informed and sound decision as regards my mother’s future in assisted care and for that we are eternally grateful to her and all At ElderLife, who assisted us.
Good Morning! Having an aging / ailing parent can certainly be challenging, scary and overwhelming. From my first conversation with Vicki Crooks she made me feel at ease and made the process of obtaining financing for a very specific need – simple. Vicki made me aware of the Senior Veterans Council and we are in the process of applying for assistance. As the Power of Attorney for my Mom there have been countless new issues to conquer without any “playbook” to follow. So I appreciate the assistance Elderlife – specifically Vicki has provided me and my wife. Thank you!
I met with the Burton’s yesterday, and thanks to Elderlife’s Bridge Loan program, and your expertise, persistence and detailed guidance, we are able to move forward with the move into Assisted Living! Everyone is excited, and relieved, as they will surely benefit from moving sooner, rather than later. In fact, it’s the only way we could proceed to get them in a safe and stable environment, while we quickly prepare their home for sale. Again, I thank you, and your team, for providing an awesome solution to what seemed to be an unworkable puzzle!” – Lauree Sierra, Caring Transitions
I just wanted to take the time to highlight the exceptional performance of Cori Shubert. Cori has handled many of my residents financial situations. Everyone has been executed professionally and in a timely manner. The latest testimony has been with my client Madalyn Kell. She had made the decision to come here very quickly and her son, myself and the move -in coordinator immediately reached out to Cori. Knowing we could rely on Cori’s expertise and efficiency to get the funding, we were able to keep our promise on her closing date and move-in date in less than a month’s time. This would not be possible without Cori’s dedication to her work. In short, I just want to recognize her valued commitment to excellence in her field. Beverly Parkinson, The Heritage of Green Hills
Move-In day went extremely well, particularly since you relieved us from the worry of managing funds, while we had so many other move-in logistics to manage. We are truly grateful for your help and thank you for providing this extremely important service to families facing these types of decisions.
My father-in-law’s home sold quicker than expected which was a relief, but it was a bigger relief to have the Elderlife Line of Credit in place while our family worked together to sell his home.
The Line of Credit was a Godsend for us. We could not have done it without the credit line. Dad’s house took a long time to sell and we were thankful we had these funds available to pay for his care while we waited for his home to sell.
Absolutely I would recommend Elderlife. Without you, my father-in-law would not have been able to move into the community and we may have had to care for him at our home. It was a relief to us that you worked with us and with my wife’s siblings.
Because of Elderlife, we moved to our community, were able to put our house up on the market immediately, and waited for the right buyers to come along.
“I have to tell you, and I should have done this months ago, how wonderful it was to work with Janet Hafner. I am my Aunt’s POA and as such I find myself in many challenging situations. Thanks to the staff at Clare Bridge, and Janet at Elder Life I was able to accomplish more in one day than I ever could have imagined possible. She was so helpful, kind, and compassionate. I don’t think I’ve ever worked with anyone before who was so knowledgeable about the process I needed to follow in order to accomplish what I was trying to do. She was always able to interpret my concern, and then lead me to the right course of action. I will forever be grateful for her help that day, and wanted you to know. Thank you for hiring people like her who can make the challenges we face bearable. Sincerely, Lois
It is very clear to us that you are committed to providing a terrific service of the highest quality to your clients, who are very much in need of exactly that.
Thank you for caring. We appreciate that there is a company like Elderlife that understands the needs of the elderly and their families when they reach this important change in lifestyle. Thank you so much for your assistance.
Stephanie, you don’t know me but you helped me when we had to find my uncle an assisted living facility. Everyone I spoke with at your company were so helpful and patient, demonstrating compassion throughout the process. Thank you so much for your help.
I would like to pass my sincere Thank-you to everyone who help us with this “Bridge Loan”. We have successfully moved on to the next phase in this aging process and would like you all to know how much we appreciate your help. It would not have been possible to have cleaned up (& repaired) their home and place our parents in a safe healthy environment. Please share our thanks to all in your groups who have participated in this endeavor. Thanks, Mark
Wouldn’t it be nice if all financial transactions could be as simplified and quick as my recent experience with ElderLife Financial. Within 2 hours of electronically requesting some information, I received a call back and within the same day we had our approval, our paperwork to finalize and execute, and my family could breathe a bit easier with our bridge loan. I looked at numerous senior communities and no other brand offered this service! Terry Monahan
We are glad that Elderlife was here to help bridge the gap while we waited for VA benefits. We were a bit surprised at how long it took the VA to come through with the benefit and it was nice to have this line of credit available to us.
Elderlife is a huge tool for our marketing department. The compassion each team exemplifies is not a skill that can be taught, they truly have a heart to support our families with each need. There are far too many families to mention that Elderlife has gone above and beyond to handle the situations of our current and new admitting residents, who require help in the areas of Veteran, Real Estate and Bridge Loan assistance. As of recent, Cori Shubert was able to help execute a bridge loan for the Maxwell family. She was most patient and helpful with follow up phone calls and emails. The family has moved forward with all documents and very satisfied with the services of Elderlife. Thanks to Elderlife…Mom is now residing in her new apartment at Elmcroft! – Jennifer Nesbitt, Community Relations Director, Elmcroft of Grayson Valley
When one of our seniors or family members needs help, we rely on Elderlife for assistance because they just “get it.” Neither we nor our families, have time to explain. Everyone is stretched. When we call Elderlife we know we will get good service by good people.
I just wanted to tell you how appreciative we are for the services we have received from Elderlife over the past 5 months. We have been on a journey over the past 16 month’s to take care of my brother in law, who had a stroke and his mother who has Alzheimer’s. They were living together until Randy had the stroke. He is in a wheelchair in Cherrydale Rehabilitation Center and will probably need to stay there and his mother entered an assisted living facility last May. She will not be able to return to her home. The team at Elderlife helped us with some substantial financial needs in a very timely manner last fall. They were very responsive, knowledgeable, professional and helpful!! They followed up on our loan application and worked to provide the best options to meet our needs. The timeframe for total processing was exceptional. I can not remember going through a process to obtain financial funds that was completed so effectively and in such a short period of time. The process was virtually immediate and really helped our situation in a big way. This journey has been fraught with stress and emotional struggles. The assistance provided by Elderlife has been a tremendous blessing in a very turbulent time. We are deeply grateful for your service and efforts!!!! Best Regards,
Thank you so much. You have been a lifesaver! I honestly don’t know what we would have done without this line of credit. And I really appreciate how you have treated us so respectfully and kindly. I’ll be in touch. God bless.
Elderlife helps our seniors by eliminating the worry behind availability of needed funds to pay for senior housing or care, for short or longer term needs. It enables us to provide, financially, EVERYTHING our seniors and their families need to move into our portfolio communities.
I just want to say THANK YOU! Being able to access this loan so my mom can move into the community is like having 250 lbs lifted off my chest. THANK YOU just does not seem like enough.
You have educated me in several areas. Elderlife and your resources provided me with information to help with placement of my dad. Financially, I feel relieved to know there is help out there. Elderlife has been a valuable resource of help with extremely knowledgeable staff.
Thank you very much Vicki for all your help in expediting this process. It has been my pleasure working with you and I appreciate the ease with which we were able to secure this LOC. My mother and I are very excited and ready to move her to her new home. Thanks again!
We wanted to thank you for all of your assistance and hard work as the process was beautiful and your help along the way has made all of the difference in the world in allowing us to make the move to our new community. Thank you so much.
I can truly say that without Elderlife and it’s staff I would have had a rough path to take in order to find a place for my Father, expecilly on Christmas Eve.I want to thank Vicki Crooks for her time walking me step by step thru the process in getting the loan and explaining all the details in which the loan can help. Elderlife offers a wide verity of helpful options. Elderlife and Vicki Crooks make it possible for me and my sister to have a Merry Christmas. Again, thank you a thousand times. May God Bless!
“Ma’am, I just want to send you a note about two of your employees and tell you that they are wonderful. They were so helpful and fast when my family was turning in circles about how to get Mom taken care of and find the money to get her set in assisted living. Their names are: Janet and Lisa. They worked together as a team to expedite everything. In the end, Mom is moving in today even though we just started this on Monday of this week. I would like to say thanks too for the way the company works with the assisted living facilities in this area, and I am sure elsewhere too. That is what made Sterling House in Duncan, OK stand out. They were very pro-active to help get done what we needed.”
There are those things in life where language is insufficient to express. This is one of those things. I will never find the words to completely express my gratitude. This letter will have to suffice. Thank you from the bottom of my heart.
I wanted to say a few things about my experience in sourcing a line of credit from ElderLife Financial. Vicki Crooks was sensational from the start. She was highly professional in her handing of my case. I found her to be very knowledgeable in more than just the financial application. She also provided me with information for Veterans benefits as well. I was not aware that the VA was available to me. She answered all my questions and was very responsive, which is sometimes rare in the service industry. Additionally, my loan was processed much more quickly than I expected and the first disbursement happened almost immediately. Elder Life Financial totally exceeded my expectations! Thank you and Best Regards Gary Forlenza
We appreciate the swiftness in which you worked to help our family achieve their financial issues.
Please accept my HUGE gratitude, admiration and respect for all that you have done to help us get through this. ElderLife genuinely understands the difficulties (emotional, physical and spiritual) … You guys are the real deal- genuine advocates for the elderly and the family members.
Thank you very much for helping us to make it financially possible to transition to an Assistant Senior Living accommodations at Brookdale. You all were so wonderfully kind , understanding, helpful and professional to work with.
My wife and I were referred to Elderlife to help with financing for our parent. The support and service we have received was excellent. I would highly recommend Elderlife to others. – Tim Girton
By the way, dad and my sister applied for the loan and it was approved almost immediately and February’s rent was sent just as quickly. Needless to say, this took a great deal of pressure off my dad and made him extremely happy. God bless you all at this wonderful retirement home.
You have given me goose bumps and hope. I am not sure how we would be able to keep my mom here without you. We are selling her home but it has been a real strain on us to help mom and still support our family. I was embarrassed to tell them I was struggling. I learned of you and that I am not alone.
She went way above and beyond the call of duty while helping my mom sell her house. She was efficient, got a quick sale and spent an enormous amount of time and effort showing that it was more than just a job for her. She really cares about the people she helps. I felt that she was an angel that was sent to take away all the stress. My mom had to sell her house quickly due to financial constraints and it wasn’t an easy task. Her house was in need of a lot of work and I wasn’t sure how and when all of it was going to get done. I work full time, live 400 miles north and my mom was in no condition to do anything. She made it happen and it all went so smoothly. She took care of everything, from the small details of calming my mom and all her anxiety to making sure that my mom’s belongings were put safely in storage. Within one week of getting the house cleaned up and ready for listing it was sold. Unbelievable!!! I can’t tell you how much this woman did for us. The most valuable thing you can give anyone is your time and that is exactly what she did was give us her time. There are no words to express my appreciation for all she did during a really difficult time. I don’t think in my life I have encountered someone that has given so much in a business venture, where I felt valued and at the same time the work got done efficiently and timely. She was a gift from God!!!”
Elderlife and its teams always are here to help us and our seniors make the transition no matter what their needs are. The fact that we can hand our families and seniors one phone number to access many solutions had made life easier for us, our seniors, and our families who have little free time.
Thank you for your help and assistance. You’ll never know how much it meant to us to hear that there are possibilities such as this. Thank you again!
I wanted to take a minute and thank you for your assistance with the line of credit for my mother’s care. I realize that we all have a job to do and we strive to always be our best. That said, I truly believe that you went above and beyond to listen to me and understand the situation and offer suggestions to help me. This entire journey of caring for my parents has had many ups and downs and as I mentioned yesterday has not always been an easy one. As a result of your professionalism, respect and compassion I now have a plan which will help me to rest easier for the next year and focus on other things both personally and professionally. I have devoted my entire career to customer service primarily in healthcare and it is so refreshing to meet an interact with someone who shares your values and truly delivers the perfect customer experience. Regards,
You guys are a blessing. Thanks for everything. I really appreciate your professionalism and customer service with everything. God Bless
I just wanted to take a moment to acknowledge and appreciate the outstanding service I have received from your organization. The simplicity of this process and the immediate help I’ve gotten has been extraordinary. I will never find the words to completely express my gratitude. Thank you.
Elderlife is a huge tool for us. I cannot tell you how many lead development strategy discussions I have each month with our communities involving Elderlife. I have had many residents that have needed financing. Thanks for all you are doing for our families and us. You make a terrific difference!
We have seniors who wanted to move to our community, unable to do so because of finances. We were introduced to Elderlife and realized what an incredibly powerful tool this was. Elderlife has really helped us move the sales process forward.
Thank you for finding a realtor for us and arranging for all the related details to be taken care of as we listed and staged our home. Thank you for helping us get it done without having to take time off work. Your Real Estate Solutions service was a great relief to us and our family.
I want to thank you for all your help. Talking to you has kept me sane as I go through this process with my parents. Your knowledge and kindness has given me what I need to keep going. There are times I just want to throw my hands up. I’m amazed at what I am learning thanks to your help.
Yes. You may put my comments on your website! It was just so refreshing talking with someone that was not in a hurry and trying to move on as quickly as possible!! Talk with you soon!
This has been a really rough time for me and having you do such a nice thing makes it just a little better. Thank you so much! Take Care!
Short-Term Financing for the Long-Term Plan
7529 Standish Place
Rockville MD 20855