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| Opening the Door to Consumer-Directed Health Plans | | Tuesday, June 15, 2010 |  Writing in Advisor Today magazine, Karli Dunkelberger of OptumHealth Financial Services says financial advisors who offer excellent client service may find some of those customers want to talk about their group health insurance needs, too.
In these tough economic times, savvy financial advisors are expanding relationships with their clients by initiating discussions about the clients’ group health-insurance needs.
When pitching their health-care business, financial advisors typically partner with a health-care broker who conducts the due diligence on the client’s current plan, suggests ways to alter the plan design, provides alternative options and gets bids from providers. If a sale is made, they generally split the commission.
 Read some advisors’ success stories
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Brad Lotterman
