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.
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The information, analysis and opinions expressed herein are for informational purposes only and do not necessarily reflect the views of Envestnet. These views reflect the judgment of the author as of the date of writing and are subject to change at any time without notice. Nothing contained in this piece is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Through a partnership with Healthpilot, Envestnet enables access to supplemental healthcare and Medicare education and enrollment solutions for Medicare-eligible clients. Envestnet, Inc., has a financial interest in Healthpilot.