If you’re not conducting Medicare planning with your clients, they’re probably making costly mistakes and you’re missing valuable opportunities to guide them toward smarter decisions.
Medicare planning is a critical holistic retirement topic that everyone needs before age 65 BUT it’s hard for people to find knowledgeable, unbiased advice. No one is explaining how Medicare works: not HR departments, the government, or insurance companies who bombard clients with confusing Medicare sales pitches.
Pre-retirees are uninformed, according to the Nationwide 2019 Consumer Health Care Survey:
Join this webinar with expert Elaine Floyd, CFP® as she walks you through these key points:
Smart Medicare planning protects clients from poor coverage decisions and unnecessary lifetime penalties, surcharges, and higher premiums—advice that translates into savings and peace of mind.
Medicare planning boosts your value proposition and delivers tangible benefits and ROI that can grow your business and enhance your retirement planning expertise.
Elaine Floyd, CFP®, is Horsesmouth's Director of Retirement and Life Planning, and is the author of Savvy Social Security Planning for Boomers and Savvy Medicare Planning for Boomers.