Bernard Health’s Healthcare Extension for Financial Advisors gives your clients access to a team of licensed, noncommissioned advisors who provide healthcare support in an area of significant financial concern.
Through the Healthcare Extension, Bernard Health provides your firm with financial healthcare advice with the following services:
Advice and help enrolling in medical coverage.
Advice and help in enrolling in drug coverage.
Advice and help enrolling in Social Security.
Advice and help enrolling in dental/vision.
Healthcare policy updates and content to share with clients.
Doctor / provider recommendations.
Year-round advocacy on healthcare questions.
Advice and help opening a health savings account.
Medical bill review and auditing.
What Advisors Are Saying:
Our clients count on us to help them make smart financial decisions. Healthcare is an increasingly important part of financial planning, and we’ve made an investment to ensure our clients are getting the best possible advice in this complicated area.
For financial planners, working with Bernard Health just makes sense. We are glad to be able to make Bernard Health’s healthcare expertise available to our clients as part of our suite of financial advisory capabilities.