medical – Knowledge Base

Financial Strategies for Clients Dealing with Dementia

The question isn’t “if” but “how many” of your clients will be impacted by Alzheimer’s and other forms of dementia.
Giving Your Clients a Healthy Appreciation of Medical Expenses

While 98% of advisors believe that it is important to discuss healthcare with their clients, only 14% feel very confident in their ability to engage in these conversations.

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