Understanding Healthcare Costs & Their Impact On Retirement

Description

Health care is a primary concern for retirees and pre-retirees as they plan their postemployment finances. By gaining a greater understanding of the options available to your clients, you can help them plan for health care-related expenses by making it part of their overall retirement income plan. We will discuss the current state of healthcare cost, understand the health care opportunities and the strategies in planning to cover these costs.

Learning Objectives

By the end of this course the attended should be able to understates the current states of health care costs and the considerations that will effects on those costs. They will learn about the complexities of healthcare in retirement and the of Medicare as well as a brief look at long term care. We will look at ways to cover health care costs by looking briefly at HSAs, annuities, life insurance and investments. Finally, we will discuss ways financially professional can help clients build a health care plan.