Partnership Types: Alliances & Affiliates
There are two primary partnership opportunities that you may have seen in your AADMM member portal or elsewhere:
An Alliance Organization:
- 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
An Affiliate Member:
- 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
Partner 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 Member: Dominion Insurance
Dominion Insurance Services assists AADMM members in securing the errors & omissions (“E&O”) liability coverage they require. The AADMM sponsored program is a members only benefit 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: 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.
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.