Thursday, December 11, 2014

Broker Tip: Affluent Pre-Retirees Concerned with Health Care Costs

"Concerned" doesn't do the concept justice. The article uses the word "terrified." More than 62 percent of pre-retirees now say they are “terrified” of what health care costs may do to their retirement plans, according to an annual Nationwide Retirement Institute survey released today. The survey reveals concern about out-of-control health care costs and the Affordable Care Act (ACA) increasing those costs.

It is amazing how many wealthy individuals in their 50s and 60s do not have a clue about investing, or planning for their future. These folks need help. This is a great marketing niche for HNW brokers and advisers.

See all of the results of the survey at Affluent Pre-Retirees Concerned With Health Care Costs |


Mark J. Astarita is a nationally known securities attorney who represents brokers, advisers and investors nationwide in their legal, compliance and business related matters. For information on how Mark can help you, contact him at 212-509-6544, or by email.

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