Establishing Your POA & HIPAA Agent
SECURE YOUR LEGACY PLANS
WHAT IS IT?
POA: The Power of Attorney
POA enables an individual to grant another person authority to act on their behalf in financial, legal, and/or healthcare matters.
HIPAA: The Health Insurance Portability and Accountability Act
HIPAA protects individual’s health information, regulating when, with whom, and under what circumstances health information may be shared.
Agent
The Agent is the designee who is granted authority on an individual’s behalf on their POA and/or HIPAA documents.
WHY DOES IT MATTER?
Secure your legacy! Establishing your POA & HIPAA Agent ensures your wishes will be done even in your absence or inability to decide. Think of your Agent as your personal advocate. Why leave your plans and preferences in the hands of chance?
Gain confidence in the face of the “what-if.” These extra steps of preparation today save you worry later. You and your family can rest assured that everyone and everything is accounted for.
HOW DOES IT WORK?
HOW DOES IT WORK?
We’ll partner with you. Our team has all the necessary documents ready to go. After a conversation with you, we can help you sign and save your POA and HIPAA documents. If needed, we can refer you to a local attorney for extra help.
Schedule today! In only 20 minutes with your Advisor, you can save yourself future hassle. Contact our team today to schedule your 20-minute conversation and establish your Agent.