The Convergence of Wealth and Health — Key Moments That Matter

Bento Engine CEO, Philipp Hecker, and Caribou CEO, Christine Simone, are hosting a 30-minute webinar to share how advisors can effectively engage with clients and prospects during critical healthcare-related decisions. How? By proactively focusing on Moments That Matter.

Philipp and Christine will share a roadmap that reveals not only how to identify relevant age-based milestones and Life Events for connecting with your clients and prospects, but also how to feel confident in addressing these topics.

By the end of the webinar, you'll have an understanding of:

• The common Life Events and age-based milestones you can use to engage with clients and discuss healthcare coverage and costs.
• Proactive ways to effectively communicate with clients about key Life Events.
• How advisors can support clients in healthcare-related decisions.

Philipp and Christine will also answer any questions you have at the end of the webinar. Don't miss out on this free learning opportunity!