Christine Simone, CEO, Caribou
Research shows that clients not only want to go to their financial advisors about healthcare (one of the top expenses in retirement) but that they also expect guidance from their advisors on this topic. Including healthcare conversations in your client meetings ensures that clients go to you for advice on all areas of their lives. Plus, including this major expense creates a more comprehensive financial plan. This session will walk you through how to confidently approach healthcare with clients.
Learning objectives:
- Learn crucial financial planning industry trends, what clients expect from their advisors, and healthcare industry information.
- How to build a schedule for healthcare reviews and touch points within your service calendar
- How to position your healthcare planning offering to prospects in a way that sets you apart from other advisors.
- What questions to ask clients to guide them through key healthcare cost and coverage decisions, thereby creating a more comprehensive financial plan.
About Christine Simone:
Although she's years away from her own retirement, Christine Simone is obsessed with helping current and future retirees plan for and optimize their healthcare costs. She's held notable leadership positions within the healthcare industry working with key stakeholders from payers to providers to the Veterans Affairs. Now, Christine is the CEO & founder of Caribou. She's driven by her passion to slash hidden incentives in healthcare to support smarter financial decision-making.