Case Study | Retirement Green Light: The Healthcare Planning Insight That Won the Client

Nick Covyeau, CFP®, Owner and Financial Planner at Swell Financial Partners, says there was a specific moment during his first meeting with Oscar and Lily Lambert* when he saw the light bulb click and realized they were going to go from prospects to clients.

The weight of worry lifted from the Lamberts’ shoulders, they smiled in pleasant surprise, and leaned in closer to hear what he had to say.

It’s the kind of reaction every advisor hopes for from prospects—so what were the magic words Nick said? The sage wisdom he imparted?

“You won’t need to worry about high healthcare costs when you retire.”

To see the full case study, including first-account insights from Nick, click the button below.

*Client names have been changed for confidentiality