Greetings,
Have clients who make $750,000 in annual income. I do not specialize in health insurance so looking for recommendations on what the best options would be to take a look at. We are looking to offer some options as a value added service since they are clients of our financial firm.
I would also like to see what IMO/FMO outfits are best to work with for health. Details are below.
Location: Florida
Clients - Both 61 Years Old
Great Health, no pre-existing
Non-Smokers
Would most likely be looking at HSAs due to the tax advantages. Open to any and all suggestions.
Thanks in advance!
JK
Have clients who make $750,000 in annual income. I do not specialize in health insurance so looking for recommendations on what the best options would be to take a look at. We are looking to offer some options as a value added service since they are clients of our financial firm.
I would also like to see what IMO/FMO outfits are best to work with for health. Details are below.
Location: Florida
Clients - Both 61 Years Old
Great Health, no pre-existing
Non-Smokers
Would most likely be looking at HSAs due to the tax advantages. Open to any and all suggestions.
Thanks in advance!
JK