Client Outcomes Articles for Advisors

Helping clients plan for their health care expenses in retirement

October 30, 2020

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.

Client outcomes

What your client should consider when enrolling in Medicare

October 22, 2020

Medicare is a personal health decision and can be different based on your clients’ personal needs. Here you will find questions that your clients should be ready to ask their benefits coordinator and/or Medicare broker as they begin the Medicare decision making process.

Client outcomes

Healthcare Expenses & Medicare: Discovering What’s Covered, Uncovering What’s Not

October 14, 2020

Understanding what Medicare does and does not cover allows beneficiaries to plan for healthcare costs, as well as determine how to pay for certain healthcare services that they may want or need in the future. While Medicare usually pays for acute care services, coverage for treatment of chronic conditions is not certain. However, our resources help Medicare beneficiaries take full advantage of all healthcare services that Medicare does cover – some of which are totally free!

Client outcomes

What to consider when discussing Medicare enrollment with clients

October 1, 2020

You are eligible for Medicare coverage beginning on your 65th birthday, but if you continue working past age 65 and still have health insurance through your employer, you do have options.

Client outcomes

Will possible tax increases affect your client’s retirement planning next year?

September 30, 2020

Regardless of the outcome of the 2020 election, conventional wisdom suggests that some taxes may likely increase in 2021. With trillions of dollars being allocated by the federal government in fiscal and monetary support to the COVID-19 crisis, and with many states and localities facing budget shortfalls, changes are likely on the horizon. Given this uncertainty, there’s a unique opportunity for financial professionals to go in-depth with clients and analyze the impact these potential changes may have on their retirement plans and finances for the coming year.

Client outcomes

Gen Xers feel the impact of COVID-19 and rising health care costs

September 29, 2020

As evident by our 2020 Health Care Consumer Survey, a staggering number of future retirees, especially Gen Xers (or what is often referred to as the “sandwich generation”), are concerned about health care retirement costs. These individuals are eager to learn more on this pressing topic, and many are engaging a financial professional for the first time.

Advisor Blog

Advisor Blog

Client outcomes

Helping clients plan for their health care expenses in retirement

What your client should consider when enrolling in Medicare

Healthcare Expenses & Medicare: Discovering What’s Covered, Uncovering What’s Not

What to consider when discussing Medicare enrollment with clients

Will possible tax increases affect your client’s retirement planning next year?

Gen Xers feel the impact of COVID-19 and rising health care costs