How To Include Healthcare Planning Into Your Client Meetings

While it can seem time-consuming or complicated to deliver financial guidance related to healthcare, this webinar will explore actionable steps that you can take to:

• Decide whether or not to pursue a healthcare planning offering based on industry trends.
• Position your healthcare planning offering to prospects in a way that sets you apart from other advisors.
• Build a schedule for reviews and touch points within your service calendar.
• Ask questions to talk through the key healthcare costs and decision points related to clients’ financial plans.

Caribou co-founder, Christine Simone, will walk through these steps with attendees and answer questions at the end of the webinar.