Connecting Dots to Integrate Wealth & Health
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Wealth-Health Executive Network (WHEN)
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Insights
WHEN Member Site
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Home
Wealth-Health Executive Network (WHEN)
Advisory Services
Front Line Support Tools
Insights
WHEN Member Site
About Us
Connecting Dots to Integrate Wealth and Health
Home
Wealth-Health Executive Network (WHEN)
Advisory Services
Front Line Support Tools
Insights
WHEN Member Site
About Us
Home
Wealth-Health Executive Network (WHEN)
Advisory Services
Front Line Support Tools
Insights
WHEN Member Site
About Us
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
Managing Americans’ #1 concern requires it.
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