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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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