Special Edition | Client Case Studies: Healthcare Planning for Less Stress & Anxiety

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May is Mental Health Awareness Month, but as everyone knows, mental health is important year-round. And since finances are the number one reason for stress among 73% of Americans, it stands to reason that financial advisors are in a great position to help relieve clients’ anxiety. Additionally, a recent poll found that healthcare is one of the top five concerns for Americans and 45% of Americans reported feeling very or somewhat worried about being able to afford various healthcare costs.

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With rising healthcare expenses, it's no surprise that clients feel anxious and stressed about how they'll manage these costs, especially during their retirement years. One study found that healthcare costs were one of the top five concerns for affluent clients in the Baby Boomer generation. 

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As a financial advisor, you have the opportunity to ease the anxiety and stress clients feel about healthcare by guiding them through important healthcare decisions, especially during major Life Events. In this collection of case studies, we’ll dive into a few client cases showing how impactful HealthPlanning Analyses were for clients experiencing stress and anxiety for various reasons.

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