Providing bQuest is one of the most profound ways you can demonstrate your commitment to showing up for your clients during the most transformative and challenging parts of life.

We know you care about your clients, and we care about making that as simple as possible for you. That's why we've provided an easy-to-follow, proven process for making the most of bQuest, establishing yourself as the planner who gets what matters most to your clients.

Whether you're announcing bQuest, planning with clients about longevity topics, or supporting clients in a crisis, we've got the resources and process to help you show up when it counts. Start with the step-by-step roadmap below.

Communicate bQuest to your clients.

1. Let clients know you're providing bQuest using ready-to-use content in the Advisor Launch Kit.

2. Share this access link with clients:

Add Longevity Planning to Client Meetings

Read the Advisor Guide and watch the Care Plan demo video.

If you would like tips on bringing up care conversations, review Client Conversation Starters.

For resources like Planning Overview - Client Handout and "Aging Well Guide" to clients who woul

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Support Clients in Crisis

Use bQuest to refer clients to vetted service providers yourself using the bQuest Navigator, provide clients direct access to the platform, or connect them with Care Concierge for a personal touch.

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Continue the Conversation

bQuest offers 8 webinars each year on a variety of aging care topics. Share the registration links, recordings and resources with your clients as a value-add.

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