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Not everything your clients hear on the pickleball court is true.
Social Security grabs a lot of headlines with warnings of looming benefit cuts and trust fund insolvency. Financial advisors also talk a lot about the program and the importance of clients' claiming decisions. Less attention, however, is devoted to Medicare, according to Cole Craven, co-founder of the health care cost ****** ysis and planning platform Move Health. That gap is often filled by Medicare myths and misconceptions that mislead retirees making coverage decisions, potentially resulting in excess costs or subpar coverage. It could be a chance for advisors to provide added value to clients.
"You've got the opportunity to save clients a lot of money and headaches and look like an absolute superhero, but most advisors steer clear of healthcare planning in general," Craven said.
Sign up for The Daily Upside at no cost for premium ****** ysis on all your favorite stocks.
Not everything your clients hear on the pickleball court is true.
Social Security grabs a lot of headlines with warnings of looming benefit cuts and trust fund insolvency. Financial advisors also talk a lot about the program and the importance of clients' claiming decisions. Less attention, however, is devoted to Medicare, according to Cole Craven, co-founder of the health care cost ****** ysis and planning platform Move Health. That gap is often filled by Medicare myths and misconceptions that mislead retirees making coverage decisions, potentially resulting in excess costs or subpar coverage. It could be a chance for advisors to provide added value to clients.
"You've got the opportunity to save clients a lot of money and headaches and look like an absolute superhero, but most advisors steer clear of healthcare planning in general," Craven said.
Sign up for The Daily Upside at no cost for premium ****** ysis on all your favorite stocks.
1 month ago
