Register Below to Join this Free Webinar!
Health Insurance at Retirement: How Financial Advisors Can Help Clients Transition to Medicare
Thursday, January 23 at 4:00 PM ET/1:00 PM PT
More than ever, clients today need honest, objective information and advice on how to transition from employer insurance to Medicare. And like it or not, it is falling to financial advisors to provide it. We’re not saying you need to become licensed to sell Medicare products or learn all the ins and outs of the various insurance plans. But you do need to understand enrollment rules so you can help your clients avoid penalties and coverage gaps. You need to understand the role of supplemental insurance, which can help protect clients’ retirement assets, but which has its own set of confusing terms and rules. And you need to help clients understand how much they’ll pay for health insurance after retiring so they won’t be surprised by unexpected costs.
If you work with clients at retirement, having a Medicare strategy will allow you to better serve existing clients and also reach out to prospects with a unique program of education and advice designed to fill in the communication gaps happening around Medicare. For insights into how to develop your Medicare strategy, tune into this free webinar and find out how you can help your clients avoid costly mistakes at retirement.
Presenters:
Your webinar will be led by Elaine Floyd, CFP®, Horsesmouth’s Director of Retirement and Life Planning. Elaine is the author of The Financial Advisor’s Guide to Savvy Social Security Planning and The Financial Advisor’s Guide to Savvy Medicare Planning. She is often quoted in leading publications including the Wall Street Journal, Kiplinger’s Retirement Report, Marketwatch’s Retirement Weekly and other publications.
