Tips for Advisors Entering the Group Health Benefits Market
Wednesday, March 31, 2010
In an interview podcast by Employee Benefit Adviser, OptumHealth's Karli Dunkelberger talks about how financial advisors in the retirement services market can expand their relationships with clients by offering group health benefits. Karli’s tips include:
Understand that consumer-directed health has inched health care planning closer to retirement income planning
Find a partner with expertise in group health benefits
Ask your clients who are business owners if they are looking for help with health benefits
Brad Lotterman
