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People are looking for easier access to and greater value when it comes to planning for incapacity or death. By partnering with Plan Well Guide, you will be able to offer your clients a more holistic planning experience, without adding any overtime.
Health is a topic of concern for many people. By adding the conversation about medical planning to your interactions with your client, you can enrich the quality of the conversation with clients as you help them think about their future healthcare. This does not require any healthcare planning on your part, all you need to do is refer them to us, and we’ll take care of the rest.
We will encounter people who don’t have their financial documents in place. We will refer them to our Certified Financial Planning Partners who have been trained by us on the Plan Well Guide approach so that we can bring more leads to your organization.
Plan Well Guide is designed to interact regularly with its users to remind them to update their planning documents. By doing so, we prompt your clients to update their other financial planning documents over time, leading to increased client retention.
Plan Well Guide is designed to interact regularly with its user to remind them to update their planning documents. By doing so, we prompt your clients to update their other financial planning documents over time, leading to increased client retention.
There are 3 pillars in good planning: Financial, Legal and Medical. Adding the third pillar by encouraging your clients to plan for future medical care rounds out their experience, and ensures they are fully prepared for the future.
The context of coaching the client on will and estate planning or trusts and trustees is a natural place to offer our service as a complimentary tool for your client. Especially when you are talking about Representatives and how best to capacitate them to function. Plan Well Guide offers the best way to capture the patients values for future medical care.
Another opportunity to add Plan Well Guide into your value proposition may be when discussing future insurance needs, such as life, disability, critical illness, or long-term care insurance, or emergency fund planning. Just like your clients need to plan financially for such serious matters, your clients also need to plan ahead for their health care, so they are more likely to get the medical care that is right for them with less stress upon the family member who has to represent them.
An original podcast from the Chartered Professional Accountants of Canada. Our financial literacy podcast talks about key issues, trends and tips as they relate to financial education.
S5 E05: Preparing for the Unexpected: Advance Serious Illness Planning
End of Life Planning with Dr. Daren Heyland | E052
The truth about health care preferences
Join Dr Daren Heyland of www.planwellguide.com for a discussion about health care decision-making and preferences. Dr Heyland discusses where financial advisors could better position health care decision-making.
Learn how building a serious illness plan can help your family.
