What’s in the e-book? 

As healthcare costs continue to rise, financial advisors and wealth managers are increasingly recognizing the need to address healthcare planning from a financial perspective.

Rather than build out healthcare expertise in-house, our advisor partners have hired Bernard Health's licensed and noncommissioned advisors to provide customized healthcare advice to clients.

The clients of our financial planner partners are grateful to their advisors for providing assistance in a complicated, stressful area, and planners feel they are able to use comprehensive wealth management as a competitive differentiator to grow their businesses.

Download the case study to learn how the Healthcare Extension through Bernard Health works, in addition to real-life scenarios we've encountered and clients we have helped.

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