Starts with a Conversation about Healthcare
Engage your clients with the most important topic in regards to their retirement. How their income will impact the mandatory costs of health care. Use our process to correctly educate them.
Illustrate Current impact of Healthcare on Their Financial Plan
Our process continues with an illustration of what the impact is on the current financial plan. Simply add in the current retirement assets of your client and our software will produce an easy to report of the impact of those assets and which ones are helping and or hurting the plan.
Compare Different Financial Scenarios
Once you illustrate the impact, you work with the client to show alternatives to lessen the impact. This could be giving the client reasons to move from a Traditional 401(k) to another vehicle such as: Roth, life insurance or others.