• Know Your Clients, Serve Your Clients. 4 Ideas

    February 2018 Newsletter Make 2018 the year you connect with clients on their largest concern: retirement health care. There are a number of basic building blocks that provide a comprehensive financial plan for clients. Preparing for retirement health care begins with building a health care cost estimate into one’s financial plan and preparing for the impact on retirement income. Going a bit deeper, take a look at your clientele and explore ways to implement creative and effective wealth accumulation ideas targeted to deal with retirement health care issues. Start with these four areas. 1. Who is utilizing a Health Savings Account (HSA)? Approximately 25% of U.S. households have a qualified high deductible health insurance plan with an HSA. Educate…