BNI Southwest Florida - Referrals, Networking, Business, Sales, Selling

BNI SWFL serves Charlotte, Collier, De Soto, Glades, Hardee, Hendry, Highlands, Monroe, Lee, Manatee, Polk and Sarasota Counties.
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BNI Southwest Florida
7282 55th Avenue East
Suite 220
Bradenton, FL 34203
Ph: (941) 755-6258

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Reba Rogers

Phone 941-761-9338
Mobile Number 941-713-5034
Fax 941-757-1795

Reba Rogers
Secure Aging
3711 Cortez Road W.
Ste 200
Bradenton, Florida 34210

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Reba Rogers

Secure Aging
Chapter: BNI Cutting Edge Professionals

Personal Services, Services for Seniors

My BusinessSecure Aging's mission is to protect and preserve the independence and dignity of our vulnerable seniors through careful and thoughtful financial and care management. As our clients age, it is their desire to remain independent and age with dignity. Our services protect our clients from talented con artists looking to exploit and deplete their financial resources.

Ideal ReferralSeniors between the ages of 65 and 95 years old with income ranging from $30,000-$50,000, living in Assisted Living or independent living arrangements in Manatee and Sarasota counties. Income sources are typically social security and/or VA benefits, along with a pension and investment income.

Top ProductThree basic levels of service: Basic Service Package ($75-$150 per month) - includes bill paying, income deposit, and mail review. Enhanced Service Package ($150-$300 per month) - includes additional monitoring of financial activity and cash flow management. Advocacy Service Package ($300-$500 per month) - incorporates geriatric care management services and health care advocacy.

Top Problem SolvedWe have worked with two sets of children where the senior partners are in their second marriage and each have children by a previous marriage. When the one spouse dies, the tensions run high among the separate families as they try to claim rights to the couple's assets. We have successfully worked with all parties to help them come to a satisfactory resolution, while protecting and preserving the dignity of the surviving spouse.

My Ideal Referral PartnerFinancial Advisor; Funeral Home Director; Home Healthcare Nurse; Assisted Living Facility Office Manager; Primary Care Physician; Elder Law Attorney