Financial advisors: specializing in healthcare / Medicare?

Reporter: David LaMartina

Publication: ThinkAdvisor


Deadline: Apr 25, 2017 4:00 pm

With Medicare open enrollment coming up in the Fall, advisors may find themselves facing a barrage of questions they can’t answer – at least not thoroughly enough for their clients to make fully informed decisions. In some cases, a little bit of self-education goes a long way. But when does an advisor need to specialize? Likewise, what questions and topics should prompt prudent advisors to refer their clients to a co-worker or trusted partner? Is a specialization in Medicare, long-term care and other healthcare-related topics a viable path for an advisor who wants to grow their practice? This piece will examine the merits (and potentially the drawbacks) of specializing in healthcare-related topics as a financial advisor. Requirements: I’d like to talk to financial advisors who have specialized in Medicare, long-term care and other healthcare-related areas of retirement planning.

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