Every year during open enrollment, families make health insurance choices that shape not just their care but their financial security. Even the most accomplished clients can end up with health insurance plans that quietly restrict doctors, drive up costs, or create lifetime Medicare penalties.

“Choose With Confidence: A Guide for Smarter Health Insurance Selection” helps you:

·      Protect client access to trusted physicians and specialists

·      Avoid hidden pitfalls in Medicare, ACA, COBRA, and employer plans

·      Keep care seamless across multiple homes or international travel

·      Prevent costly penalties, gaps, and care disruptions

Perfect for advisors supporting:

·      Retirees navigating Medicare with assets to protect

·      Entrepreneurs and executives transitioning off employer coverage

·      Families and family offices coordinating multi-generational care

·      Clients with multi-state residences or frequent travel

This open enrollment season, give your clients the clarity they need—and strengthen your role as a trusted advisor.

Complete the form to download your complimentary guide