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How involved should you be with a client’s employee benefit selection? One thing you can do is demystify healthcare costs and explain how employee benefits play in to a holistic financial picture. Hear from Royal Alliance financial professional and W Forum Visionary Michaela F. Scott, MSFS, CFP®, AIF®, RICP®, ChFC, CLU® on this topic and how you can best support your clients.
This presentation was originally recorded at Advisor Group’s W Forum, an annual event supporting the advancement of women in the wealth management industry.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
By Osaic4.8
2020 ratings
How involved should you be with a client’s employee benefit selection? One thing you can do is demystify healthcare costs and explain how employee benefits play in to a holistic financial picture. Hear from Royal Alliance financial professional and W Forum Visionary Michaela F. Scott, MSFS, CFP®, AIF®, RICP®, ChFC, CLU® on this topic and how you can best support your clients.
This presentation was originally recorded at Advisor Group’s W Forum, an annual event supporting the advancement of women in the wealth management industry.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.