EPISODE · Jul 9, 2019 · 5 MIN
Retirement Advisor: 7 Key Points About Retirement Healthcare For FAs
from SA For FAs · host Seeking Alpha
A Healthview Services whitepaper makes the case for financial advisors to incorporate healthcare into their clients’ retirement plans with seven key points. This podcast (6:23) relates Healthview Services’ view that advisors who provide their clients customized projected healthcare costs see increased retirement savings of as much as 25%. The reason is that people rank healthcare as their number one retirement concern, and a non-discretionary one at that. Making it real with personalized projections becomes a powerful motivator to save.Learn more about your ad choices. Visit megaphone.fm/adchoices
What this episode covers
A Healthview Services whitepaper makes the case for financial advisors to incorporate healthcare into their clients’ retirement plans with seven key points. This podcast (6:23) relates Healthview Services’ view that advisors who provide their clients customized projected healthcare costs see increased retirement savings of as much as 25%. The reason is that people rank healthcare as their number one retirement concern, and a non-discretionary one at that. Making it real with personalized projections becomes a powerful motivator to save.Learn more about your ad choices. Visit megaphone.fm/adchoices
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Retirement Advisor: 7 Key Points About Retirement Healthcare For FAs
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