Healthcare In Retirement: A Recipe For Proactive Client Conversations

Healthcare, on its best day, is complicated. However, when clients move into retirement, the topic surfaces entirely new questions and considerations that require planning and coordination. 

You are in an influential position to successfully guide your clients through the maze of plans and options. Use this bundle as a recipe to initiate critical conversations with your clients. Every time your client answers YES to any question in any of the checklists below, you’ll help uncover a planning opportunity.