When choosing an insurance specialist, be sure to select a company with a Certified Senior Advisor on staff.
CLICK HERE to view and print a complete information brochure about choosing a Certified Senior Advisor.
What is a Certified Senior Advisor?
A Certified Senior Advisor (CSA)® is a professional who has:
• Completed a comprehensive course from the Society of Certified Senior Advisors about the health, financial and social factors that combine to define the lives of seniors today
• Demonstrated a thorough understanding of those factors by passing the CSA Designation Exam administered by the Society of Certified Senior Advisors
• Agreed to meet Society of Certified Senior Advisors’ Continuing Education requirements.
• Committed to high ethical standards as set out in the CSA Code of Professional Responsibility.
CSA Education
Each Certified Senior Advisor must demonstrate an understanding of the following disciplines:
- Principles of aging
- Social aspects of aging
- Trends in aging
- Social Security & taxes
- Financial & estate planning
- Caregiving
- Health, nutrition & fitness
- Alzheimer's & dementia
- Chronic illnesses in seniors
- Tax planning
- Medicaid planning
- Ethical marketing to seniors
- Business ethics with seniors
- Senior housing & assisted living
- Long-term care
- Grief & loss
- Advance directives
- Senior spirituality
- Resources & networking
- Funeral planning
After receiving their CSA designation, CSAs are provided monthly education on the medical, social and financial issues that are important to older adults
But above all else, a CSA is someone who cares enough about seniors to have taken the time to learn what is important to them and how to help them achieve their goals.
When choosing your insurance specialist, insist on working with a Certified Senior Advisor.
