Helping Clients Plan for Fertility

As Assisted Reproductive Technology (ART) enables new family opportunities, high costs and limited insurance coverage can make accessing fertility procedures out of reach. This session will introduce ways to add value to clients pursuing fertility planning through a variety of financial planning strategies and resources designed to make ART procedures more cost-friendly and accessible.

Learning Objectives:

1. Review the most common ART procedures and their cost
2. Receive a breakdown of the health insurance coverage rules for ART procedures
3. Learn how to maximize cost-mitigating strategies and the potential tax benefits of ART-related expenses