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Five Common Medicare Mistakes—and How To Help Prospects and Clients Avoid Them
Thursday, June 26 at 4:00 PM ET/1:00 PM PT
Like it or not, it is falling to financial advisors to help retiring clients transition to Medicare. Because health insurance is product-driven, and because the government doesn’t do a very good job of explaining how and when to enroll in Original Medicare, people are turning 65 or retiring without understanding when they can, should, or must enroll in Medicare, and without knowing how to incorporate the various private insurance options into their overall plan.
In this webinar we will discuss five ways people get Medicare wrong. These common mistakes can result in coverage gaps, penalties, and even poor health care services, all of which stem from a lack of information. Educating people on these crucial aspects of Medicare doesn’t need to take a lot of your time, but it provides a unique opportunity to get in front of pre-retirees with valuable, unbiased information about Medicare, which can lead to further conversations about how you can help them transition to retirement.
Topics include:
- The potentially irrevocable decision that can affect quality of care for life
- “I thought I had health insurance”: the failure that can leave a person unwittingly stuck with high medical bills
- How to prepare people for potentially high health insurance premiums after leaving employment—and how you may be able to help them reduce those premiums
- Key questions to ask prospects and clients when beginning the Medicare conversation
- How financial advisors use Medicare planning to expand their network and grow their business
Presenter:
Your workshop 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.
