michael.pendergrass
Acronym
Whealthcare Planning
Product ID
Whealthcare-Planning-training
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Description
Our training programs explore important health, wellness, and longevity-related topics and are designed to facilitate the adoption of practices that enable financial advisor and compliance teams to more effectively serve and protect their clients.
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Details
- Eight short wellness and longevity-focused assessments that can be used with any client or prospect, including family members. Most assessments take your client 5 minutes or less to complete.
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Details
- Each assessment incorporates a recommendation engine that generates a personalized report that includes next best actions for the advisor to take with the client. Other report outputs include summary scoring, health care cost estimates, trusted contact information, current client preferences and practices, and more.
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Details
- Our advisor and compliance team training programs cover a range of health, wellness, and longevity topics. These programs are grounded in award-winning educational materials, thought leadership, and an innovative clinical study conducted at the Massachusetts General Hospital.
Features
Our subject matter training programs enable advisor and compliances teams to more effectively:
- Initiate Successful Conversations Around Health, Aging, and Diminished Capacity
- Design and Deliver Financial Wellness Services As An Asset Consolidation Strategy
- Protect Clients From Sub-optimal Financial Decision-Making And Abuse
Vendors
Management Style
Schwab Products
Section