Healthcare Planning: Client Examples & Consequences of Not Planning

By ByAllAccounts, Podcast Series on Thursday, April 10th, 2014

ByAllAccounts recently hosted a webinar on healthcare advising in a rapidly changing market. This webinar featured experts in healthcare planning and insurance. Below is an excerpt from the webinar featuring Kathy Nalywajko CTFA, Business Development Executive at Legg Mason Investment Counsel.

Kathy’s presentation included real life client examples and the solutions she developed. In the following podcast, you’ll hear one of three examples from Kathy’s presentation. 

Watch the full webinar replay here.  

You may also be interested in:

Affordable Care Act Frustrations (Blog post by Maura Carley, President & CEO, Healthcare Navigation, LCC)

Generational Wealth Transfers: How to Keep Your Clients (Blog post by Kellan Finley, Managing Director, Insurance Decisions)

5 Facts Financial Advisors Need to Know About Medicare (Blog post by Cynthia Stephens, VP of Marketing, ByAllAccounts)  

comments powered by Disqus