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Healthcare In Retirement: A Recipe For Proactive Client Conversations

September 23, 2021
Service Guides - Linked, Guide Bundles

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. 

fpPathfinder members: Click on the image below and download the bundle with all the links to your desktop! You’ll be organized to reach out to your clients and ready for any unexpected, inbound inquiry that comes your way. 

Not a member yet, but you want to be? We can help you with that! You can go straight to Become A Member, review the options, and choose the membership level that moves you closer to your goals. Sometimes a live demonstration is more helpful than reading the screen. So schedule your live demonstration and get all of your questions answered in real time.

fpPathfinder Healthcare In Retirement Bundle

 

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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
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