What’s in the e-book? 

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

Financial advisors are integrating healthcare and health insurance advising tools into their scope of services, either by developing these segments in-house or by partnering with trusted health insurance experts.

In this e-book we'll review:

1. How healthcare affects your clients

2. Financial advisors as the solution

3. Bernard Healthcare Financial Planning

Download e-book

How healthcare affects your clients



Bernard Healthcare Financial Planning


© BH Retail LLC 2021

Full Chapter List

Financial Advisors as the solution

Financial Advisors–

Do your clients have the healthcare advice they need?