The Health and Wealth Connection: Why Understanding the Right AI-driven Data Can Reinvent Financial

Your clients’ healthy portfolio is informed, in part, by their physical health. You help them plan for what feels like the inevitable, but what if you could delay long-term care or assisted living? AI-driven data can provide a closer view into your clients’ physical health long before a triggering incident occurs and the wealth drain begins. We explain how “tap maintenance” delivers additional value to your clients and heirs, providing care surveillance that engages you earlier so you can provide more informed counsel before it's too late.

Learning Objectives:

• Learn about the connection between a triggering health incident and the wealth drain
• Learn about “tap maintenance” and the value it delivers to your clients and their heirs
• Learn how providing a way for your clients to delay what seems like the inevitable can deliver peace of mind for them, their family, and help you develop a more proactive plan to protect their wealth