Financial Advisors

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.

See how Bernard Health can extend financial advisors’ value proposition.
We are currently working with select financial advisors and practices at the following firms:

Services

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.

Annual Medicare seminar for clients and prospects.

Doctor / provider recommendations.

Year-round advocacy on healthcare questions.

Healthcare policy updates & content to share with clients.

Medical bill review and auditing.

Take a look at all of the healthcare support services provided through Bernard Health’s Healthcare Extension for Financial Advisors.
Learn More
Top