Medical Concierge Service
It is our belief that the best way to help someone is to give them the tools they need to succeed and point them in the right direction: that's how our Medical Concierge Service works. We assist Advisors and their full-time staff with navigating the Healthcare industry and guide them towards Individual and Small-Group Healthcare options in their area.
Our specialists work directly with you to determine your eligibility, specific Healthcare needs and revalent financial objectives. The next step is analyzing whether an Individual or Small-Group plan is the best pathway. Finally, we utilize the information we have gathered to present you with available Healthcare options. We have additional resources that may be helpful in the future if you are not presently eligible to enroll in Healthcare.
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The benefits described in these materials are intended to be voluntary benefits and are not subject to ERISA. LPL Financial permits HSA Benefits to describe these benefits to LPL financial advisors as a convenience, but this should not be considered an endorsement, and these are not employer-sponsored benefits.