Protecting Your Clients' Investments Through Supporting Their Health

Your clients' healthcare challenges are costing them time, money, happiness, and even possibly their lives, depleting dollars they have to invest through you.

Market Analysis

Your clients look to you, their Trusted Advisor, to guide and advise them in financial planning and investment management. You now have a resource to call on that can guide them in managing their health, helping them remain your clients longer.

Proactive Health Advocate RNs will help your clients:

  • Understand their medical condition(s) and treatment options

  • Coordinate medical appointments, treatments, and tests

  • Accompany them to their appointments, ask the questions they may not know to ask, make sure they understand and have a voice in their plan of care, and advocate for their safety

  • Maximize insurance benefits and minimize costs including reviewing bills and Explanation of Benefits (EOBs) for accuracy and appealing errors

  • Stay safe in the hospital by making daily rounds to advocate for them and their safety by collaborating with their physicians, nurses, physical and occupational therapists, and other healthcare team members

There is No Cost to You!

After your introduction, we contract directly with your clients.

Call us Today to discuss how we can help you, help your clients.

  • Healthcare spending is expected to grow at an average annual rate of 5.5% from 2020 to 2027

  • USB Investor Watch found that nine out of 10 global investors believe health to be of paramount importance, surpassing even that of their wealth

  • According to Accenture, more than half of U.S. consumers don't understand how to navigate the current healthcare industry

  • Johns Hopkins reported that medical errors are the 3rd leading cause of death in the U.S., surpassed only by Heart Disease and Cancer