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.