09/11/2026
Sometimes doing what’s best for a client means walking away from the bigger commission.
I recently worked with a gentleman who had no family nearby to help him navigate senior living. He had a small support system, limited Social Security income and some savings—but not enough to sustain an expensive care setting long-term.
He could still manage several of his ADLs, but needed help with his IADLs and was experiencing some memory issues.
A friend of his had moved into a senior living community, and naturally, he wanted to live there too.
After his assessment, however, the community determined he would need memory care. That changed the cost to more than $7,000 per month.
At the time, this particular community was offering a very generous referral commission. It would have been a significant placement for my business.
But there was a problem.
The more I looked at his situation, the more concerned I became about what would happen when his savings ran out. The hope was that he could eventually transition to ALTCS, but based on his current functional needs, I was very concerned that he would not medically qualify when the money was gone.
I couldn't ignore that just because the placement would benefit my business.
So I sat down with him and his POA and suggested another option: a smaller board-and-care setting that could meet his needs now, at a cost much closer to his monthly income.
That meant preserving his savings for the future, when his health and care needs may become greater.
It also meant I would make considerably less on the placement.
And I was completely okay with that.
Because my job isn't to find the placement that pays me the most.
My job is to help find the solution that makes the most sense for the person sitting in front of me.
Today, he's in his new home—and he loves it. ❤️
This is why I believe senior living placement is about so much more than finding an available room. It's about looking at the whole person: their care needs, finances, future, safety and quality of life.
Sometimes the right answer isn't the most profitable one.
But it's still the right answer.
— Sheri Lewin
Senior Care Advisor
Assisted Living Locators North Tucson
520.882.3772