LaSalle St. Launches Comprehensive Medicare Support Offering to Create Additional Growth Opportunities for Client Health Planning Financial Advisors


CHICAGO, May 4, 2021 / PRNewswire / – LaSalle St., a family of independent wealth management companies of independent broker-dealer and registered investment advisor (RIA) platforms, today announced the launch of its comprehensive Medicare assistance offering for financial advisers. The new offering – which is part of LaSalle St’s robust HealthConnect platform for client health insurance needs – provides a comprehensive suite of educational and support resources that enable counselors to effectively guide clients through the complexities Medicare coverage decisions, as well as the process for obtaining Medicare plans. insurers across the country.

LaSalle St.’s Medicare offering is designed to create compelling new growth opportunities for advisors by expanding and enhancing the service experience they provide to investors, and to help them deepen and strengthen their relationships with long-term customers.

The new offering is part of LaSalle St.’s HealthConnect platform, which helps counselors meet the full range of clients’ healthcare planning needs. The platform offers a wide range of plans and support options for disability and long-term care insurance in addition to new Medicare options.

LaSalle St also enables advisors to provide advice and guidance to clients regarding annuities and life insurance through its expanded insurance services branch, which offers a wide range of products and solutions from several suppliers.

The new Medicare offering empowers counselors to help clients obtain Medicare Advantage, supplemental prescription drug plans, and Medicare Advantage plans for special needs. Coverage options at launch include plans from nationally renowned carriers such as Aetna, Humana, and UnitedHealthcare, with additional carriers expected to be added in the future.

Mark Contey“Said LaSalle St. Business Development Director,” Today it is impossible to plan for retirement without fully understanding clients’ health insurance options, anticipating the associated costs and integrating them into a holistic financial plan. Our new Medicare assistance capabilities help counselors. doing just that, which is another great example of LaSalle St.’s constant dedication to providing Consultants with the cutting-edge tools they need to thrive by continually improving the service experience they provide. This offering is another vital addition to our HealthConnect platform, which helps advisors deepen client relationships, discover new assets, attract new clients and add additional revenue streams to their businesses by strengthening their advisory capacities in a crucial area – health – which is a priority for their clients. “

For advisors who wish to integrate Medicare planning into their current business, LaSalle St. also offers training and support to help them obtain the necessary credentials to offer Medicare plans through through a third party insurance marketing organization.

Mr. Contey concluded: “The events of the past year have made it clear to us that wealth doesn’t mean much without health. Retirees and pre-retirees need the right insurance to help them manage costs in case they are faced with large, unexpected medical bills, and financial advisors are unique. positioned to help them make informed decisions that fit into the context of their larger financial picture. Our advisors are always looking for ways to provide a better, more comprehensive service experience for customers, along with our new Medicare support offering, as well as our broader HealthConnect platform. , provide them with transparent options to help them achieve this goal. We are very happy to enable advisors to add more value to their client relationships by providing them with these much-needed services. “

About LaSalle St.
LaSalle St. is a family of companies comprising LaSalle St. Securities, an independent brokerage; LaSalle St. Investment Advisors, an investment advisor registered with the SEC; and LaSalle St. Insurance Services, a provider of annuity and insurance products. Its unique mission is to support the growth and success of independent financial advisers across the country. Founded in 1974 and based in Chicago, Illinois, Rue LaSalle supports more than 300 financial advisers, has more than $ 11 billion in total customer assets and is recorded in all 50 states. LaSalle Street businesses offer a wide range of services, including brokerage, advice, investment and insurance. The company primarily conducts clearing transactions through National Financial Services, with custodial services through Fidelity Investments, parent company of NFS. For more information visit

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SOURCE LaSalle St.

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