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Five Wishes: A Helpful Resource for Financial Planners and Insurance Agents

Helps meet the needs of existing clients and reach new prospects

Every day more than 11,000 Americans turn 65. And with this unprecedented retirement wave of Baby Boomers comes anxiety if they have planned well enough for their financial future. With this wave comes an increased demand for financial planning and insurance consultations. This bring up two questions:

   ​What can I do to help my clients plan?

   What can I do to differentiate myself from the crowd?

Five Wishes is America’s most popular living will – distributed to more than 25 million people over the past 18 years. How is this helpful to you? Because starting a conversation about “who you want to make your health care decisions” and “what treatment you want at the end of life?” can naturally introduce the subject of financial planning, life insurance and the benefits of a tailored plan.

Why is Five Wishes the best advance directive to use?

  • Individuals appreciate the easy-to-understand language used in Five Wishes. Plus, it’s available in 28 languages to handle even the most diverse clientele.

  • The back panel is customizable free with your marketing message with orders of 1000 or more.

  • It’s a very inexpensive marketing and planning document. For as little as $1 per 12-page document, you can provide peace-of-mind for your clients while distributing a marketing tool that will last for years.

  • Many of our partners become well versed in the document – and study up on our Sharing the Gift: A Presenter’s Guide – so they are able to provide presentations to community groups on Five Wishes. This is an excellent source of outreach which opens doors to your message.

  • The Centers for Medicare and Medicaid Services (CMS) recent ruling is another door opener. This ruling allows physicians to be reimbursed for having advance directive and end-of-life conversations with patients. This is an outstanding opportunity to get in on the planning process so your clients will come prepared with Five Wishes when they meet with their doctors.

For more information on how Five Wishes can help your agency increase referrals and leads, complete the form below.

Five Wishes: Helping Organizations serve Employees, Members and Customers

Five Wishes, America’s most popular advance directive, is a valuable yet inexpensive resource that can be used in a variety of ways. That’s why organizations such as the US Department of State, American Express Financial Advisors, Walter Reed Medical Center, the National Education Association, Fannie Mae and thousands of other organizations have distributed Five Wishes to their employees. 

Organizations of all industries and sizes find Five Wishes of great value because it speaks to concerns common among different groups. 

Businesses – Eighty percent of companies surveyed say addressing end-of-life-issues with their employees is important. Five Wishes helps employers provide employee eldercare support, which helps to reduce employee absenteeism and increase productivity. May employers include Five Wishes as a low-cost benefit and also distribute it during annual “benefit fairs” and during open enrollment periods. 

Education Five Wishes is used as a teaching tool in medical, nursing, gerontology and social work programs in colleges and universities. For many in undergraduate programs, Five Wishes is their first encounter with issues of aging, illness and death. Many university-affiliated health and ethics policy centers commend Five Wishes as a step forward in improving end-of-life care.

Faith Based – Places of worship distribute ​Five Wishes to their congregants because it assists health care providers in respecting their religious beliefs. Although it is not religious document, Five Wishes emphasizes personal and spiritual matters and the important role of faith communities during times of serious illness. 

Financial & Insurance – Whether it’s advising clients on retirement issues or developing an estate plan, financial planners and insurance agents look to Five Wishes as an excellent tool in developing a complete financial strategy. Many financial representatives use Five Wishes in community outreach presentations and as leave behinds during consultations. 

Funeral Services – Many funeral providers use Five Wishes to help families begin the pre-planning discussion.  It’s also an excellent companion to NFDA’s “Have a Talk of a Lifetime” campaign in that it continues the discussion of “what you want your loved ones to know.” 

Health Care – Health care providers use Five Wishes because it improves communication with patients and caregivers, saves times and frees health care professionals from having to provide treatment the patient doesn’t want. Five Wishes sends a positive message about dignity, comfort and personal relationships, which is why many hospitals and physicians distribute it at health fairs and community events. 

Hospice – Hospices and palliative care organizations use Five Wishes in their community education and outreach efforts and upon admission. It allows those nearing the end of their live to clearly state how they want to be treated, how their pain is to be managed, and what their family members and others are to know. Many hospices have found that Five Wishes helps the patient’s family better deal with an impending death – and grieving – because family members know they are doing what their loved wanted. 


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