As a financial advisor, you may have clients who are small business owners, self-employed, nearing retirement age or who have already retired. These clients may be in need of Health or Medicare insurance guidance. Making uninformed healthcare decisions can be costly, and helping your clients get the expert guidance they need can help secure their financial futures.
You, alongside Eversurance, can help them review their current health insurance needs and costs. Here are a few tips on how to identify clients in your book of business who may benefit from health or Medicare insurance planning:
By following these tips, you can identify clients in your book of business who may benefit from health or Medicare insurance planning. This can help you provide more comprehensive financial planning services to your clients and build stronger, more long-lasting relationships.
At Eversurance it’s our mission to make health and Medicare insurance simple and clear for everyone. Eversurance is a nationally licensed health and Medicare focused insurance agency. We have built the industry’s first pre-65 health insurance cost-estimator and have a dedicated team of health plan advisors who work with financial advisors and their clients everyday. To learn more about health insurance options for early retirees, how to begin referring clients or anything else health insurance and Medicare related, schedule time to connect with our team by clicking here.