Category: Personal Care

For a growing share of adults, aging without children isn’t a hypothetical. It’s a planning reality that challenges many of the assumptions baked into financial, estate and senior living models today. Questions around decision-making, care and responsibility don’t disappear without heirs, they become more urgent. Yet too often, those questions go unaddressed until a crisis forces them into the open.

That was the focus of a recent conversation on Varsity’s weekly Roundtable, where we welcomed Dr. Jay Zigmont, Founder and Chief Visionary of Childfree Trust and Childfree Wealth. Dr. Zigmont shared insights on how life, financial and estate design must evolve for childfree and permanently childless adults. Below are a few Fresh Perspectives from his discussion.

THE “FIDUCIARY VOID” IS A GROWING PLANNING RISK, NOT A NICHE ISSUE

Roughly one-quarter of U.S. adults are childfree today, and that share is growing fast among younger generations. Without a default next of kin, decision-making gaps around medical care, finances and housing are becoming one of the most overlooked risks in retirement and aging planning.

AGING WITHOUT CHILDREN REQUIRES EARLIER, MORE INTENTIONAL PLANNING

For childfree clients, waiting until retirement age is often too late. Long-term care planning, including how care is funded and who makes decisions, needs to begin by the mid-40s to avoid crisis-driven outcomes and court involvement later on.

FRIENDS ARE A VALUABLE OPTION, BUT NOT A SCALABLE SOLUTION

Naming a trusted friend can work in the short term, but multi-year care needs, cognitive decline and complex paperwork create an unsustainable burden for most non-professionals. A professional fiduciary serves as a necessary backstop when personal networks can no longer carry the weight.

SENIOR LIVING COMMUNITIES ARE ABSORBING RISK THEY DON’T ALWAYS SEE

Allowing residents to move in without fully executed and current estate plans creates exposure for both residents and operators. Decision-making ambiguity isn’t just a legal issue, it’s an operational and ethical one that surfaces during medical events, transitions or decline.

CHILDFREE ADULTS REPRESENT BOTH AN UNDERSERVED AND HIGH-VALUE MARKET

Childfree adults, especially women, are among the highest net-worth demographic groups in the country. They are actively seeking intentional community, but current senior living messaging rarely reflects their lives, priorities or social structures.

PROFESSIONAL FIDUCIARY SUPPORT IS SHIFTING FROM LUXURY TO NECESSITY

What was once only accessible to ultra-wealthy households is becoming essential infrastructure for solo agers. Membership-based models that combine documentation, decision-making authority and emergency response signal a broader shift toward proactive, lifelong support rather than reactive crisis management.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit 

your name and email address here. 

Wellness in senior living is not a checklist. It’s personal, it changes over time and it’s shaped as much by connection and purpose as it is by health metrics.

That theme drove a recent conversation on Varsity’s weekly Roundtable with Kyle Robinson of Wellzesta, an all-in-one engagement platform that connects residents, staff and families while supporting wellness and day-to-day communication. Kyle shared practical ways to think about engagement as part of both the resident experience and the prospect journey. Below are a few Fresh Perspectives from her discussion.

WELLNESS ISN’T A PROGRAM — IT’S A PERSONALIZED JOURNEY

Wellness showed up repeatedly as something deeply individual and constantly evolving. It’s not about checking boxes or showcasing amenities, but about understanding what matters to each person and meeting them there, across physical, social, emotional and environmental dimensions.

SOCIAL CONNECTION MAY BE THE MOST UNDERRATED HEALTH DRIVER IN SENIOR LIVING

While physical wellness often gets top billing, socialization emerged as a cornerstone of longevity, happiness and cognitive health. The contrast between Babo and Mimi made it clear: connection, purpose and engagement can radically shape how people age, even in similar environments.

DATA ONLY MATTERS IF IT TELLS A HUMAN STORY

Metrics on their own aren’t compelling. What makes them powerful is how they help communities explain what life actually feels like, what’s working and where residents are thriving or drifting. Used well, data becomes a storytelling tool for residents, prospects and staff alike.

TECHNOLOGY WORKS BEST WHEN IT AMPLIFIES AUTONOMY, NOT CONTROL

The most effective tech wasn’t framed as something staff “manage,” but something residents use to explore, connect and lead their own experiences. From wellness scoring to AI-powered interest matching, the shift is toward enabling choice and self-direction.

CARE TRANSITIONS CAN QUIETLY ERODE IDENTITY IF CONNECTION ISN’T PROTECTED

Mimi’s move to a higher level of care revealed a subtle but important truth: even when physical needs are met, changes in routine, environment and social engagement can affect how someone feels about themselves. Supporting identity and connection during transitions is just as critical as clinical care.

STAFF WELLNESS AND RESIDENT WELLNESS ARE DEEPLY LINKED

The conversation widened to include staff burnout and personal well-being, acknowledging how much caregivers and teams give every day. Supporting wellness isn’t just about residents, it’s about sustaining the people who make community life possible.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

Every great story starts with someone worth caring about. On Varsity’s Roundtable Talk, documentary filmmaker Peter Murphy Lewis shared how his series People Worth Caring About gives voice to the caregivers whose compassion and commitment define long-term care communities across the country.

Peter shared how his grandparents’ positive experiences in senior living inspired his work and why focusing on staff stories helps shift public perception. He recalled moving encounters in hospice, lessons about dignity and language, and how storytelling can inspire young people to see caregiving as a calling.

The following are some fresh perspectives from the conversation. Check out the full episode here. 

WHAT INSPIRED YOU TO CREATE “PEOPLE WORTH CARING ABOUT”?

It was a personal story that started it. When I began working in long-term care, I realized caregivers were fighting against a negative perception that existed even before COVID and was made worse by the pandemic. My own grandparents had incredible caregivers — people who treated them with love and dignity. But those caregivers rarely get the recognition they deserve. I wanted to change that narrative.

WHY DID YOU CHOOSE TO FOCUS ON STAFF STORIES RATHER THAN RESIDENTS?

My background helped shape that decision. I used to host a TV show in South America similar to Dirty Jobs, where I interviewed people doing hard, meaningful work. So when I started this project, I naturally focused on caregivers. Looking back, that choice was “accidentally strategic.” When you put caregivers front and center, people don’t criticize — they empathize. You can’t look at someone like LaVita, who’s worked in memory care for 30 years, and not feel admiration.

WAS THERE A MOMENT THAT MADE YOU REALIZE YOU WERE ONTO SOMETHING SPECIAL?

Yes, on the very first day of filming in Nebraska. We visited a hospice called the Grace Space. One of the residents, Kim, was nonverbal, but she communicated with her CNA, a young man about 19 or 20, through her phone. She wrote that she felt blessed to have him caring for her and that she was excited to go to heaven, where she could dance again. That moment showed me how deep these relationships go — and I knew right then we weren’t just making a short film. We had a full season’s worth of powerful stories.

HOW DO CAREGIVERS STAY GROUNDED IN SUCH EMOTIONALLY DEMANDING WORK?

They’re stronger than I am. I think a lot of them have a love language rooted in service — they feel fulfilled by doing things for others. They find purpose in making people feel valued and comfortable. It’s not easy, but they have this incredible ability to compartmentalize and keep giving. Their hearts are built for it.

WHAT KIND OF IMPACT HAS THE SERIES HAD ON THE INDUSTRY?

The feedback has been incredible. Leaders from the American Healthcare Association called it an authentic depiction of long-term care. State associations are even using clips for advocacy — geofencing them around the U.S. Capitol so lawmakers see them. They’re also using the series for fundraising and to show the real faces behind the work. The reactions from caregivers themselves, and even my own father’s emotional response at the premiere, reminded me why this storytelling matters.

Want to hear more from Peter? Check out the full episode of Roundtable Talk for more fresh perspectives. Watch new episodes of Roundtable Talk on the Varsity website and on Apple Podcasts, Spotify, and iHeartRadio.

Dr. David Katz is one of the most influential voices in preventive medicine, nutrition, and lifestyle medicine. As the founding director of the Yale Prevention Research Center, a past president of the American College of Lifestyle Medicine, and a prolific author, Dr. Katz has spent his career challenging conventional wisdom on aging and health.

On a recent episode of Varsity’s podcast, Roundtable Talk, he shared his thoughts on the pitfalls of “anti-aging,” the power of lifestyle choices, and how we can reshape our relationship with aging and vitality. Here are some of the key takeaways from our conversation.

OUR SOCIETY PROMOTES ‘ANTI-AGING’—WHY DO YOU THINK THIS IS MISGUIDED?

Aging is a biological process. It’s like being anti-breathing—it just doesn’t make sense. Everything ages: rocks, the Earth, the universe. What bothers me most about the “anti-aging” movement is that it invites us to perpetually compare ourselves to a younger version of ourselves.

I’m 62. I practice what I preach—I eat optimally, I work out every day, and I’m extremely fit. But I don’t have the same muscle mass or strength I did at 42 or 22. That’s just reality. The goal shouldn’t be to fight aging, but to optimize vitality at every stage of life.

HOW DOES THE PACE OF CHANGE IN OUR SOCIETY IMPACT HOW WE VIEW OLDER ADULTS?

The world you grew up in gets left behind, and that happens faster now than ever before. My parents, who are 85, are vital and active, but they feel like roadkill on the information superhighway.

When they were kids, there were no televisions. Now, we have devices in our pockets that let us instantly connect with anyone in the world. The speed of technological advancement makes older generations feel obsolete. We’ve gone from a time when older people were venerated for their wisdom to a culture that increasingly views them as out of touch.

WHAT CAN WE DO TO REFRAME AGING AS A POSITIVE EXPERIENCE?

We need to celebrate what aging gives us, not just what it takes away. Yes, physical capabilities change, but you gain something just as valuable—wisdom, experience, perspective.

In many cultures, elders are venerated. But in America, we glorify youth while failing to honor the trade-off. Imagine if we had a magazine dedicated to the reflections and stories of older adults, just like People Magazine does for celebrities. We celebrate youthful beauty, but we don’t celebrate the beauty of experience and wisdom in the same way.

WHAT ARE YOU MOST LOOKING FORWARD TO AS YOU AGE?

I was looking forward to peace—to being able to fully enjoy the bond I have with my wife, to spending more time outdoors, with my dogs and my horses. But life doesn’t always work out as planned.

I unexpectedly became an entrepreneur, founding Diet ID, which was recently acquired. Now, I’m still deeply involved in making diet quality a vital sign, like blood pressure.

That said, I do look forward to a time when I can truly unplug—to go “off the grid” for a weekend (or longer), to not be shackled to my phone, to fully be with the people I love. That’s what I aspire to.

Want to hear more from Dr. Katz? Check out the full episode of Roundtable Talk for more fresh perspectives. Watch new episodes of Roundtable Talk on the Varsity website and on Apple Podcasts, Spotify, and iHeartRadio.

From an upswing in sales activities to new concepts in senior living and positive attention from the press, there were lots of successes for our participants this February. However, some attendees struggled with challenges like sales slumps and poor Google reviews — and their fellow participants jumped in with some welcome advice.

Prospects Falling in Love With Communities
The month of love was very busy for Roundtable attendees. There was a major upswing in activity after the holiday slowdown with lots of tours, applications and move-ins. Many communities are at or close to full occupancy. But higher occupancy levels create their own unique problems.

“We’ve had so much success that I don’t have move-in-ready inventory, which is a challenge in itself.” (Missouri)

One creative working solution that an Illinois participant found was marketing guest suites for a trial stay of one to two weeks, in order to “allow those people [who are interested] to try it out for a week or two, and get a feel for living here.” (Illinois)

Unique New Approaches to the Senior Living Concept
Many of the Roundtable attendees had exciting and fresh takes on what senior living can mean, with upcoming projects and expansions underway.

Zen Community
One participant is involved in a “Zen” contemplative care community opening in California later this summer.

“The community will be a contemplative care community with a much different approach to assisted living and memory support than we’ve done in the past. There will be Zen teachers who live in the community, a tea room, and a fully vegetarian offering based on the Greens restaurant in San Francisco. It’s been 10 years in the making.” (Delaware/California)

An On-Site Dog Grooming Spa
One participant added an on-site dog grooming spa. “In one of our apartment buildings, we took over a floor and added a dog grooming spa where we will have a groomer assist residents on campus.” (Arkansas)

Hybrid Home Expansion
Another participant is involved in a “hybrid home” expansion project. “A hybrid home is really the best of an apartment and the best of a cottage or villa. It will be three stories high with an open floor plan. We often hear prospects say they wish they had parking or a garage, and this model has an underground parking structure where every resident can have one car, kept underground and out of the elements.” (Pennsylvania)

Memory Care Village
One participant from New Jersey has plans for developing a memory care village based on the Hogeweyk concept from the Netherlands. “It is a self-enclosed village concept with its own supermarket, cafe, etc., and everything right there on campus. We’re hung up on the zoning process right now and we expect the local town to contest it. The position of the model, that the residents get to live a natural life, is the hook that draws people in. It’s not just dementia care, but dementia living.” (New Jersey)

Media Coverage of On-Campus Fun
A number of participants were able to invite the media to their community, where they got some coverage for fun activities put on to chase away residents’ winter blues.

“We had our indoor snowball fight yesterday! We ended up on the front page of today’s local paper, the local televised news, and even on CBS and ABC news. (Illinois)

ADVICE FROM THE ROUNDTABLE

Navigating Difficult Conversations With Residents
Dealing with an unhappy resident can put staff in treacherous waters, and even more so when the resident is inciting a tirade against the whole community. One participant shared an experience dealing with one such displeased resident, and the Roundtable weighed in with advice.

The Situation:
“We had very little blowback [about rate increases]. The only negative feedback was from just one individual, who seems to have started a campaign with their family and friends to give us 1-star reviews on Google. A lot of it is just not accurate at all. So that’s been a little challenging.” (Arkansas)

The Advice:
“We’ve found that it’s best if the response is quick, and acknowledges what they’ve said — and if you extend the courtesy to please contact as soon as possible and show that you want to learn more about this situation. At that point, you’re really trying to influence the future visitors and viewers as opposed to what they’re actually doing to the Google ratings.” (Pennsylvania)

“Sometimes in those situations, just posting the response and being timely is important. Also, try to drive the conversation offline because what you’re trying to flag for those reading the 1-star reviews is that you care, and that there might be another side to the story.” (Bill Mulligan, Varsity)

Sales Cycle Slumps
One Pennsylvania participant enlisted the Roundtable participants for help with an issue with one of their sales counselors who is in a “slump,” asking, “What do you all do when you have a slow sales cycle and you want to get it kick-started?”

“Maybe you could have a heart-to-heart with them. Ask them if they’re feeling intimidated by an area, or what their knowledge level is, just work with that person.” (Washington state)

“Speaking from personal experience, a number of years ago when I was on the sales side, I went through a slump period. I tried talking to other people and seeing what they were doing, and analyzed my own weak areas. I discovered something about myself, that I spent too much time launching into our community offerings when talking with the prospect rather than getting to know their story first. When I turned that around and focused on the person and said, ‘Tell me more about you,’ it made a really big difference.” (Arkansas)

Learn from your peers at our weekly Sales & Marketing Roundtables. Join us on Thursdays at noon ET, 11 a.m. CT and 9 a.m. PT. For login information, email DDunham@varsitybranding.com.

At our 31st weekly sales and marketing roundtable, communities shared their challenges, solutions and one often-used event topic that’s still getting amazing traction.

Put these ideas to work for your community by checking out the recap below.

Please join our next roundtable discussion on Thursday, October 29, at noon ET.

Lana Peck, senior principal at the National Investment Center for Seniors Housing & Care (NIC), will be joining us again to discuss the recent NIC 2020 Fall Conference and findings on the next wave of surveys. 

For login information, please contact DDunham@VarsityBranding.com.

A guest blog post by Brian Mailliard, CFO of St. Paul’s Senior Living Community

What does a community do with a prospective resident that is nursing home-eligible, does not need 24-hour care and yet can’t live independently? Up until now, the answer in western Pennsylvania has primarily been “personal care.” Unfortunately, Pennsylvania has many older adults who primarily live off of social security. These seniors do not have the assets to pay for personal care.

The problem is especially severe in rural western Pennsylvania. Here, the main industries of farming and manufacturing have taken a hard hit over the last 20 years. To make matters worse, affordable housing options for older adults are few and far between.

The good news is that, in the last five years, an alternative housing model has appeared. Share Care houses have been opening up in western Pennsylvania. This new housing bridges the gap for those with a low asset base who need assistance with activities of daily living.

A Neighborhood Solution

For-profit and nonprofit companies have been purchasing three-bedroom ranch homes in the community outside of their traditional campuses. The companies make small renovations, such as wheelchair ramps, wider doors and accessible bathrooms, to accommodate three residents. The residents utilize the Medicaid Home and Community-based Services waiver program,  plus their social security, to cover the cost of care. Once the home has three residents, the community can typically recoup the cost of the real estate purchase, plus renovations, in a 4–5-year time frame. At this point, the model becomes profitable. Since there are not more than three residents receiving services under the same roof, this model does not fall under personal care regulations.

The waiver will pay for an individual to get up to eight hours of assistance per day in a home in the community. Housing three residents, each optioned for eight hours of care per day, under one roof allows a company to have a care partner in the home 24 hours per day, seven days per week. Staffing is provided though a company’s home and community-based service providers, which now have the ability to offer staff the set schedules that are typically offered in home care. What I have found is that, in these small homes in the community, the staff and residents become their own little family. They grow close by doing activities together, such as shopping and cooking.

New Share Care Homes Opening

St. Paul’s Senior Living Community has opened two of these Share Care houses in the last six months. Wesbury United Methodist Community in Meadville, Pennsylvania, is also involved in Share Care. In addition to providing care at its campus, Wesbury owns and operates eight Share Care homes in the Meadville area. I have toured two of these homes. I’ve also met with Wesbury’s chief financial officer to discuss the community’s successes and struggles with Share Care.

Wesbury identified the need for a level of care for lower-income individuals that are not nursing home-appropriate. It first heard about the Share Care model from a local home care agency that operated a home. The Share Care homes are contributing to the entity’s bottom line and are operating at a profit. The impact on the outside community has also been very positive for Wesbury, with residents and staff getting involved in the greater communities in which the houses are located. That community involvement is something I plan to take back to promote at the Share Care homes within my organization.

Lessons Learned About Share Care 

Wesbury learned early on that, when making renovations, it is best to keep the house looking just like any other in the neighborhood. This way, neighbors do not get a sense that an outside organization is coming in and changing their neighborhood. One of the ways in which Wesbury combats this stigma is by putting the wheelchair access ramp inside the garage. That means the ramp is out of sight when people are driving through the neighborhood.

We have opened two of these homes in the last six months, and we are filling our second one with residents now. During this process, it has become obvious that, with any fewer than three residents, the costs outweigh the revenue. Because of this, filling the home has become a priority. When I asked Wesbury how it combats the cost of census turnover in its homes, I received a simple answer. Currently, they said, the only way to absorb the cost is by scale. The more houses you have to spread the costs of census turnover across, the better the model performs financially.

The Top Challenge Communities Face

What’s the number one struggle that Wesbury — and now St. Paul’s — has with this care model? It’s getting people approved for the waiver. Individuals who apply for the waiver wait, on average, six months for approval to be finalized. And, unlike the Medicaid benefit for the nursing home, there is no presumption of eligibility with the Home and Community-based Services Waiver. This means that someone in need of services cannot start receiving them until final approval is given.

As leaders in our communities, we have the ability to effect change. Organizations like ours and LeadingAge PA can advocate for change to the approval process for the waiver. Additionally, organizations such as mine that are just starting to offer Share Care can work with experienced organizations, like Wesbury, to learn how to navigate the current approval process. Share Care has proven that it can be an effective care model for low-income individuals who need help to live on their own. We just need to work together to make it easier to implement.