What should a registered representative recommend if an elderly client is disoriented and possibly experiencing dementia?

What should a registered representative recommend if an elderly client is disoriented and possibly experiencing dementia?

• A. Contact the authorities for assistance
• B. Recommend medical evaluation immediately
• C. Recommend for the customer to arrange a meeting with her trusted contact person
• D. Ignore the symptoms as typical aging signs

Answer: (C)

In instances where an elderly client exhibits signs of disorientation that may suggest dementia, it is crucial to approach the situation with sensitivity and appropriate action. The recommended choice to arrange a meeting with the client's trusted contact person is vital for several reasons. Firstly, involving a trusted contact person can create a support system around the client, ensuring that they have someone who understands their personal circumstances and can provide assistance. Having a familiar individual who can advocate on their behalf can also facilitate communication between the client and medical professionals or financial advisers. Secondly, this approach allows for a non-confrontational method of addressing potential cognitive issues. A trusted contact may help in assessing the extent of the disorientation and deciding on the need for further action, such as a medical evaluation or greater oversight of the client's financial decisions. Additional options, such as contacting authorities or suggesting immediate medical evaluation, may be considered more drastic steps. They could lead to discomfort or a sense of distrust on the part of the client if performed without the involvement of someone the client trusts. Ignoring the symptoms fails to address the potential need for evaluation and support, which does not align with the best interests of the client. Thus, the option of coordinating with a trusted contact not only shows care and respect for the

In instances where an elderly client exhibits signs of disorientation that may suggest dementia, it is crucial to approach the situation with sensitivity and appropriate action. The recommended choice to arrange a meeting with the client's trusted contact person is vital for several reasons.

Firstly, involving a trusted contact person can create a support system around the client, ensuring that they have someone who understands their personal circumstances and can provide assistance. Having a familiar individual who can advocate on their behalf can also facilitate communication between the client and medical professionals or financial advisers.

Secondly, this approach allows for a non-confrontational method of addressing potential cognitive issues. A trusted contact may help in assessing the extent of the disorientation and deciding on the need for further action, such as a medical evaluation or greater oversight of the client's financial decisions.

Additional options, such as contacting authorities or suggesting immediate medical evaluation, may be considered more drastic steps. They could lead to discomfort or a sense of distrust on the part of the client if performed without the involvement of someone the client trusts. Ignoring the symptoms fails to address the potential need for evaluation and support, which does not align with the best interests of the client.

Thus, the option of coordinating with a trusted contact not only shows care and respect for the