Webinar Replay: Using Life Events & Healthcare Planning To Create Meaningful Client Engagement

Check out the Caribou + Asset-Map webinar replay to experience a discussion on how advisors can effectively engage with clients and prospects by creating meaningful touchpoints during life events.

We also covered:

• The common life events and Asset-Map Signals you can use to engage with clients, discuss healthcare coverage and costs, and create more comprehensive plans

• Proactive ways to effectively communicate with clients about key life events

• Why healthcare is a critical component to a complete map of a client's overall financial picture

We hope you find this recording helpful and informative!