A Healthview Services whitepaper makes the case for financial advisors to incorporate healthcare into their clients’ retirement plans with seven key points. This podcast (6:23) relates Healthview Services’ view that advisors who provide their clients customized projected healthcare costs see increased retirement savings of as much as 25%. The reason is that people rank healthcare as their number one retirement concern, and a non-discretionary one at that. Making it real with personalized projections becomes a powerful motivator to save.
