Connecting Dots to Integrate Wealth & Health
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Connecting Dots to Integrate Wealth and Health
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Unlock Value for Your Client and for Your Firm
Addressing Wealth-Health Integration will help you:
- Attract new clients with multi-generational wealth, health, and care planning
- Grow share of wallet by linking products and services to meet health and care funding needs
- Protect assets under management by helping clients mitigate health and care funding risks
- Increase retention by offering clients insights, not just financial tools
- Build loyalty with valuable client experiences
Holistic business models add value across loan, saving, investment, insurance, medical, care, and housing silos.
- Managing and mitigating health and care costs opens opportunities for all financial products and services
- Clients who manage their health – are better; credit risks, insurance risks, savers, long-term investors, and more likely to be clients longer.
- Clients who plan for and fund health and care – avoid liquidity events that can destroy savings, portfolios, and credit