Register Below to Join this Free Webinar!
Protecting Clients from Harmful Medicare Practices
Thursday, November 7 at 4:00 PM ET/1:00 PM PT
It’s the wild west of Medicare, according to Nancy Schwartz, a licensed Medicare broker who helps clients avoid the slings and arrows of the outrageous fortunes sought by the insurance companies in the wake of the Inflation Reduction Act. The $2,000 cap on drug spending in 2025 seems like a good thing for clients – until you see how the insurance companies are making up for it in ways clients could never imagine.
In a spirited and honest conversation, Nancy and Elaine will discuss how Medicare Advantage plans are changing the ways their members receive care while making it sound like they are getting more services for less money, why you’ll have a hard time finding a licensed agent to help with Part D drug plans even as those plans are changing in ways most clients won’t understand, and the excuse behind never-before-this-high increases in Medicare Supplement premiums. More than ever, financial advisors have an opportunity to be a hero to their clients by helping them navigate this evolving and confusing landscape.
Presenters:
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.
Nancy Schwartz is an Independent Licensed Medicare Broker with Smart Senior Healthcare. She is dedicated to making Medicare easy to understand and to help people choose the right plan.
