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Planning for healthcare in retirement is likely one of your clients’ top concerns. Medicare planning is a crucial component of that healthcare and consequently should be a critical part of any comprehensive retirement income plan. Providing your clients this valuable insight will demonstrate your value and distinguish your practice in a crowded marketplace.
Once your client is onboard with LTC planning, it’s important to help them find the best plan for their overall financial strategy. Learn more about helping your clients understand LTC insurance and how to make the most of their long-term care planning.
Most of the apprehension around LTC planning comes down to a few common obstacles. We break down these obstacles to help better understand LTC planning.
Our educational resources, in particular the NCOA My Medicare Matters® tool brought to you by Nationwide, provide much needed insights into Medicare coverage – helping clients evaluate their individual needs, compare their options, enroll in a plan, and sustain the best option for years to come.
Helping your clients with college planning can make their life easier. Learn why your clients need a financial plan and how to help them out in the college planning process.
Clients often turn to financial professionals for basic Medicare information. Stay prepared by reading these commonly asked client Medicare questions.
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