A new financial risk has been added to your client's portfolios. The traditional methods of addressing healthcare needs in retirement are no longer valid. The financial planner must now be as adept at managing health care risk as they are at managing portfolio risk for their clients who have retired.
MA Ed., MSFS, AEP® (Distinguished), CFP®, CLU®, ChFC®, LUTCF®, CRPC®,
Vice President/Chief Compliance Officer,
Paraklete Financial, Inc.®
- Specialized Knowledge & Application
You must be logged in and own this session in order to