Topic: Financial Advisors

    Financial advisors: Four things to consider when evaluating a healthcare extension
    By John Whaling on November 17, 2017

      How to use healthcare as a differentiator As the Department of Labor Fiduciary Rule looms over the financial advisor industry, most advisors are...

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    To stand out and deliver value to clients, financial advisors embrace healthcare
    By John Whaling on November 10, 2017

      How to use healthcare as a differentiator How can a financial advisor differentiate themselves in a crowded field? In years past, it was easier:...

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    Financial advisors—do your clients need open enrollment help?
    By Emily Kubis on November 3, 2017

      How to help clients better manage costs in 2018 Does your financial planning or wealth management firm have clients on Medicare? What about...

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    Bernard Health Partners with Retirement Planning Services to Advise Clients on Healthcare
    By Emily Kubis on October 25, 2017

      New partnership continues benefits firm's mission to assist financial planners Bernard Health, a leading benefits brokerage and insurance...

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    How Bernard Health helps individuals through financial advisors & employers
    By Ryan McCostlin on October 18, 2017

    A note to our friends and clients Bernard Health is now offering health insurance advice and assistance to individuals and families...

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    How Bernard Health extends financial advising firms’ value proposition
    By Emily Kubis on October 13, 2017

      Healthcare planning services needed as costs continue to rise Making the right healthcare decision is critical for consumers, both medically and...

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    Planning for retirement? Don’t forget healthcare
    By Emily Kubis on September 27, 2017

    Healthcare planning services needed as costs continue to rise How much will healthcare cost you and your spouse in retirement? According to the most...

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    Financial planners—here’s how to help clients with healthcare
    By Emily Kubis on September 18, 2017

    Healthcare planning services needed as costs continue to rise Financial advisors—are you prepared to help your clients plan for their healthcare...

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    Financial advisors: How much will healthcare cost your clients in retirement?
    By Emily Kubis on August 7, 2017

      Healthcare planning services needed as costs continue to rise According to Fidelity Investment, a 65-year-old couple retiring this year will...

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    How financial firms are preparing for soaring health care costs
    By Emily Kubis on July 28, 2017

      Bernard Health featured in Financial Planning  How can [financial planners] best guide clients on often complex health care options? One...

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