FOR ADVISORS, ATTORNEYS, REALTORS, CLUBS, AND EMPLOYERS
When your client's parent needs help, you need someone you can hand them to.
Sage is an independent navigation partner for the professionals families already trust. We take the aging and caregiving questions that fall outside your scope, coordinate the rest, and send your client back to you better informed — with no commission changing hands in either direction.
WHY PROFESSIONALS REFER TO SAGE
A referral that protects your relationship instead of risking it.
01
Conflict-free by design
Sage is paid by the family only. We take no placement fees from senior living communities, no referral fees from agencies, and no compensation from you. The recommendation we make is the one we would make for our own parents.
We stay in our lane
02
Sage is a navigator, not a licensed advisor. We do not give legal, financial, or medical advice, and we never replace the professional who referred the family. We prepare your client for the conversation with you, then get out of the way.
03
Every provider is vetted
Members of the Sage Trusted Alliance Network are evaluated on licensing, complaint history, and how they actually treat families — using a documented methodology, not a handshake. Your client never lands with a stranger.
WHO WE WORK WITH
The professionals a family already trusts.
If your clients are in their fifties and beyond, aging and caregiving are already on their desk — whether or not it is on yours.
Financial advisors & wealth
managers
Realtors serving older
homeowners
Private membership clubs
Estate planning & elder law
attorneys
Medicare brokers & insurance
agents
Employers & HR leaders
CPAs
Healthcare providers &
discharge planners
Community organizations &
congregations
WAYS TO WORK TOGETHER
From a single warm handoff to a program your members or employees can count on.
REFERRAL PARTNERSHIP
A trusted place to send a client in transition
Introduce a client family to Sage with a single email. We handle intake, keep you informed at the level the family permits, and return the client to you with clearer priorities. No fees flow between us.
CLUB & COMMUNITY PROGRAMMING
Educational series for your members
Multi-session programs such as Charting Your Courses and the AgeWell Series, delivered at your club or organization with vetted guest experts from the legal, financial, healthcare, and housing fields.
EMPLOYER CAREGIVING BENEFIT
Keep the employees who are quietly caring for a parent
Educational sessions and navigation access for your workforce, scoped as an annual engagement. Caregiving is one of the leading reasons experienced employees reduce hours or leave; a navigator on call is a retention tool.
SAGE INSIGHTS — PARTNER EDITION
Monthly elder care intelligence for your practice
A deeper monthly briefing written for advisors and attorneys: Medicare and Medicaid changes, senior living market shifts, Illinois policy, and what to say when a client asks. Complimentary for referral partners.
Request the partner edition
What a referral looks like
STEP 1
You introduce us
A short email or a three-way call. We follow up within one business day.
STEP 2
Free 30-minute consultation
The family meets Sun-Hee. If we are not the right fit, we say so and suggest who is.
STEP 3
Intake and roadmap
A signed client agreement and a written plan across all six domains, with you named as the professional of record where relevant.
STEP 4
You stay in the loop
With the family's permission, we keep you informed and bring you in at the moments that need your expertise.
Let's talk about your clients, members, or team.
A 30-minute conversation with Sun-Hee to see whether a partnership makes sense.
Sage Lifestyle Concierge LLC
Independent, commission-free aging and caregiving navigation for families in greater Chicagoland. Sage connects you to licensed professionals; we do not provide legal, financial, or medical advice.
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