Healthcare Extension 
for Financial Advisors

Through the Healthcare Extension, Bernard Health 
provides the following services:

Advice and help enrolling in medical coverage.

Advice and help in enrolling in drug coverage.

Advice and help enrolling in Social Security.

Healthcare policy updates & content to share with clients.

Marketing collateral to share with clients.

Annual Medicare seminar for clients and prospects.

By including comprehensive healthcare support as part of their financial planning process, planners say they’re adding value in an area of significant financial concern to clients and prospects where many of their competitors are falling short. It gets them a seat at the table with more good prospective clients who aren't getting healthcare support from their current advisor.


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Advice and help enrolling in dental/vision

Year-round advocacy on healthcare questions.

Medical bill review and auditing.

Advance Directive / Advance Care Planning.

Doctor / provider recommendations.

Organization of all the information on an ongoing basis. (doctor list, RX list, insurance benefits and effective dates)

Health Summary Report to share with PCP


Making the right healthcare decision can be critical for consumers, but there’s a lack of good advice available. Smart financial planners are embracing this as an opportunity to provide better service and win new business by stepping up and filling the gaps in healthcare advice.

Bernard Health’s Healthcare Extension gives financial advisors access to a team of licensed, noncommissioned healthcare advisors who answer client questions, lead seminars, complete analyses and deliver personalized healthcare recommendations each fall. Through the partnership, planners can roll healthcare advisory into their practice without hiring a dedicated staff member. 

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Advice and help opening health savings accounts

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