Partnership Types: Alliances & Affiliates

There are two primary partnership opportunities that you may have seen in your AADMM member portal or elsewhere:

is a formal arrangement between AADMM and another national association or organization
offers our members and their members opportunities for discounts or special benefits for things such as their national conference attendance, overall membership fee, a la carte access to webinars or other online or hard copy offerings, and more
seeks to raise awareness of both organizations’ existence and service
is included at the AADMM National Conference
is included in other AADMM services or resources as appropriate
does not pay a membership fee. Instead, each organization offers deliverables in exchange to better serve each organizations members and enhance the image/awareness of each organization to our current and prospective clientele

typically wishes to provide their goods or services to our members with increased visibility
pay an Affiliate Membership Fee which allows them access to our membership in a variety of ways
through an Affiliate Member/partner agreement, gains exposure to advertise and offer their goods or services to our membership in proprietary ways such as a listing in the AADMM Member Portal with web links, or discounted goods/services to AADMM members or our clients
is included at the AADMM National Conference

Alliance Organizations

Alliance organization: Aging Life Care Association

Aging Life Care Professionals have extensive knowledge about the costs, quality, and availability of resources in their communities. As members of ALCA, Aging Life Care Professionals must meet stringent education, experience, and certification requirements of the organization, and all members are required to adhere to a strict code of ethics and standards of practice. Members may be trained in any number of fields related to long-term care. These include counseling, gerontology, mental health, nursing, occupational therapy, psychology, social work, and other allied health professions, with a specialized focus on issues related to aging.

Affiliate Members

Affiliate Member: Aerie Preferred Financial Group, LLC

Our fee-based firm offers personal wealth management services, including investment management and comprehensive financial planning, retirement services for individuals and businesses and specialized services such as social security income planning, long term care strategies, and tax and legacy planning. In addition to specializing in serving business owners, the firm has long focused on holistic planning and is dedicated to creating customized financial strategies designed to help individuals to preserve their wealth while maximizing retirement income. We take great pride in our unique process and service because we care deeply about our clients. Our belief guides everything we do for, and with, our clients.

Affiliate Member: Dominion Insurance

Dominion Insurance Services assists AADMM members in securing the errors & omissions (“E&O”) liability coverage they require. The Dominion program is underwritten through Lloyd’s of London. The Lloyd’s policy is specifically tailored to daily money managers’ coverage needs and is only available to members of AADMM.

Affiliate Member: Encyro

Encyro helps AADMM members in securely collecting and sending sensitive financial information, including billing, tax, bank, and insurance documents. Clients need not sign up for any new accounts and can submit documents using the member’s Encyro upload page branded with their business logo and colors.

Members can also use the Encyro account to neatly organize the client files using custom sub-folders for each client. All account data is backed up encrypted at multiple data centers hundreds of miles apart to ensure its safely stored and protected from major weather events.

AADMM members can also use the Encyro electronic signature functionality to send proposals, engagement letters, or other contracts with their clients or vendors.

With Encyro all client information is protected and organized.

Affiliate Member: Trustworthy

Trustworthy – The Family Operating System®.

Trustworthy is the maker of The Family Operating System®, the intelligent digital vault that helps modern families and their advisors protect everything that matters — IDs, Finances, Property, Passwords, Insurance, Taxes, Legal, Business, Contacts, Family Resources, and more.

With Trustworthy, families are completely prepared for all of life’s moments, now and across generations.