Rethinking Financial Planning for AIDS Clients

February 1999
Journal of Financial Planning;Feb1999, Vol. 12 Issue 2, p17
Academic Journal
This article emphasizes the need for U.S. financial planners who plan for clients with AIDS to rethink their strategies in 1999. Through new pharmaceutical regimens, AIDS patients, particularly those newly diagnosed, are living significantly longer than they were years ago. Now instead of planning for end-of-life care, planners may need to look at helping AIDS clients return to work and even plan for a limited retirement. A recent federally sponsored study of the AIDS population by Mathematica Policy Research Inc. noted that in the late 1980s, only about two percent of people with AIDS received Medicare. For example, since Medicare does not pay for pharmaceutical therapies--a huge expense for AIDS patients--planners and their clients will need to find ways to pay for medication. Sales of life insurance policies by AIDS patients is falling off because people with AIDS are living longer and it is not worth buying the policies from an investment standpoint.


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