June 26, 2022
(Envestnet) An Intelligent Financial Life is about so much more than just money. It is about helping your clients to connect the dots across many different areas of their lives. Most clients aren’t surprised if their advisor asks them questions about their investing, insurance, or credit needs. But what about healthcare?
In this video, Shannon Granahan of Healthpilot explains how discussing Medicare with eligible clients can be a game-changer and how technology plays a huge part in making that possible.
Check out our website to learn more about Healthpilot and our suite of wealth solutions. To schedule a Healthpilot demo click here.
