
Bills, Bills, Bills: A New Way to Help and Protect Your Senior Clients
- S3E9
- 18:45
- August 12th 2020
Marci is Founder and General Counsel of SilverBills.com which she launched in 2014. SilverBills receives, scrutinizes and stores clients’ household bills and ensures that bills are paid correctly and on time. SilverBills greatly reduces clients’ need for help writing checks and managing household bills, which can be a portal to fraud and theft. SilverBills provides services throughout the United States and often partners with families, financial planners, attorneys, and social workers.
SilverBills has been featured in numerous national publications and Marci speaks frequently on a variety of topics. SilverBills is also listed by AARP as a trusted COVID resource: https://aarpcommunityconnections.org/helpful-resources/
Marci Lobel-Esrig
Founder and General Counsel
SilverBills
LinkedIn: https://www.linkedin.com/in/marci-lobel-esrig-73a19b1b/
SilverBills
Website: https://www.silverbills.com/
LinkedIn: https://www.linkedin.com/company/silverbills-llc/
Facebook: https://www.facebook.com/silverbills360/
The RIA Compliance Collective
We discuss compliance topics that effect RIA firms from a former regulator's perspective.
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