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Financial advisors—do your clients need open enrollment help?

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How to help clients better manage costs in 2018

Does your financial planning or wealth management firm have clients on Medicare? What about self-employed clients, or those who own their own small businesses?

Open enrollment for both Medicare and the individual market occur during the fourth quarter. This is the time your clients can determine if they have the right insurance strategy for themselves and their families.

With healthcare costs skyrocketing, choosing the right plan is material to your clients’ financial interests. This is why more financial advisors are beginning to integrate healthcare advising services into their practices.

By partnering with Bernard Health, financial advisors can provide clients with complimentary access to health insurance experts. We’ve been helping individuals and families compare their options and find the best strategy for more than then years.

Through a Healthcare Extension through Bernard Health, you can provide your clients:

Assistance in comparing health insurance options
Doctor and provider network recommendations
Advice and help enrolling in medical, dental, vision & drug coverage

Medicare open enrollment ends December 7, and open enrollment for individuals and families under 65 ends December 15.

To learn more about how we can help your clients, call us at 1-800-500750 or click below.

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