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Without proper health coverage, clients risk blowing even the most carefully constructed financial plan in the blink of an eye. Here's how to be certain that clients who aren't eligible for employer-sponsored policies are well protected.
Former employees of a company may qualify for COBRA coverage that would allow them to maintain their insurance. Those with serious illnesses and other problems may also benefit.
Do your clients expect Uncle Sam to foot the bill for their long-term health care? If so, they need to think again—and start planning now for potentially hefty nursing home and hospital costs down the line.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025