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Financial Behavior in Retirement Summit: How Do You Get Healthcare for Clients Who Lost Their Job But Aren’t 65 yet?

November 16, 2009

Click here to see the entire podcast library from our Financial Behavior in Retirement Conference

As a Financial Planner, you need to empower your clients through a network of resources.

  • Prepare for insurability issues before the need arises
  • Mitigate health problems that may affect insurability
  • Follow tips on obtaining health insurance for clients who are deemed uninsurable
  • Keep Clients motivated to make good decisions when they are overwhelmed and out of choices

Moderator:
Sean Walters, CAE
Deputy Executive Director
Investment Management Consultants Association (IMCA)

Panelists:

Chris Cooper, CFP®

Owner & Founder

Chris Cooper & Company, Inc.

Owner & Founder

ElderCare Advocates, Inc.

 

Carolyn McClanahan, M.D., CFP®

Founder

Life Planning Partners, Inc.

 

Karen Schaeffer, CPA, CFP®

Co-Founder

Schaeffer Financial LLC

 

Click here to Download Podcast


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