Mark Zinder

Mark Zinder

Leading financial expert, trend forecaster, and seasoned keynote speaker.

Additional Forms to Consider

As our clients age with consistent regularity, many advisors are having their clients complete this form, so you, the advisor, are given permission to say something when something should be said.

Access The Aging Facilitation Guidance Form Here

An advance directive supersedes a HIPAA release form. If you don’t have a medical directive, then this is a necessary form. A healthcare professional is prohibited from handing over sensitive information about a patient over the age of 18, even to his or her parents. This release form will help smooth the way during a medical emergency.

Access The HIPAA Privacy Authorization Form Here 

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