GDS Wealth Management Lets Clients Enhance Financial Security

GDS Wealth Management Partners with ClearMatch and EverSafe

GDS Wealth Management, a prominent wealth management firm, has recently collaborated with ClearMatch and EverSafe, aiming to enhance the array of services provided to their clients. As a company that prioritizes exceptional service, GDS recognized and sought to address two significant gaps in the financial wellbeing of their clientele: health insurance coverage and robust protections against identity theft and fraud.

Understanding ClearMatch Services

ClearMatch is renowned for its unbiased assistance in helping individuals navigate the complex landscape of healthcare plans, ensuring clients find options that best align with their financial and health needs. Since its inception in 2006, ClearMatch has facilitated the sale of over 200,000 policies, representing numerous major insurance providers, including Aetna, Humana, and various Blue Cross plans.

Assistance for Clients of All Ages

For Medicare-eligible consumers, ClearMatch employs experienced and licensed agents who simplify the often confusing world of Medicare, ensuring clients are fully informed. Moreover, for individuals under 65 years old, ClearMatch streamlines the insurance shopping experience, connecting clients with cost-effective options tailored to their unique needs.

Through a partnership with their custodian, Raymond James, GDS clients benefit from complimentary and unlimited access to dedicated licensed agents at ClearMatch, who are available to address any inquiries surrounding healthcare choices. Clients can easily reach these agents by contacting Raymond James directly.

Protecting Identity with EverSafe

EverSafe stands out by providing a comprehensive suite of financial protection programs aimed at safeguarding individuals' money, credit, and identity. Their services extend well beyond basic identity theft protection. EverSafe offers ongoing monitoring of all financial accounts linked to an individual, delivering personalized alerts and support for fraud resolution and identity restoration, coupled with family and professional assistance.

A Complete Financial Monitoring System

In today's digital age, managing various aspects of financial life across multiple platforms can be daunting. EverSafe offers a unified platform designed for individuals to oversee all essential needs in one central location. Leveraging advanced expertise-based technology, they provide a proactive approach to protecting clients from scams, fraud, and identity theft, effectively covering all of an individual or family’s financial accounts.

Specialized services are available for those aged 60 and over. EverSafe supports clients with powers of attorney, conservators, guardians, and altering trusts, ensuring tailored protections. Their ‘Extra Set of Eyes’ program allows trusted family members or professionals to advocate on behalf of seniors, offering an additional layer of protection against potential abuse.

Benefits for GDS Clients

As part of GDS's ongoing commitment to its clients, the incorporation of EverSafe's services comes at no additional cost. Beyond monitoring accounts associated with GDS, clients are encouraged to utilize EverSafe to bolster security across their other financial accounts. This service not only enhances peace of mind, but also ensures clients maintain a tight grip on their financial wellbeing.

Frequently Asked Questions

What is the partnership between GDS Wealth Management and ClearMatch?

The partnership allows GDS to provide clients with healthcare plan options that align with their needs through ClearMatch.

What services does EverSafe offer?

EverSafe provides financial protection programs including identity theft monitoring, fraud resolution, and support for seniors.

How can GDS clients access ClearMatch services?

GDS clients have complimentary access to licensed ClearMatch agents through their custodian, Raymond James.

Is there a cost associated with EverSafe's services for GDS clients?

No, GDS clients can access EverSafe's services at no additional charge.

What does the ‘Extra Set of Eyes’ program involve?

This program allows trusted family members or professionals to monitor and protect seniors from potential financial abuse.

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