Training Sessions for Financial Advisors

Fidelity Investments estimates that a couple retiring in 2022 will face $300,000 in healthcare costs throughout their lifetime. This is a big chuck of savings for any retired person. By choosing the right Medicare policy retirees can control or even eliminate a big portion of these healthcare costs. 

Make sure you have the information and knowledge to assist your clients with their Medicare needs and questions. With post retirement healthcare costs  at records highs retirees should put the same focus on their Medicare choices as they do on their retirement savings. Controlling healthcare costs is a part of a well rounded retirement plan. 

In my 1/2 hour training session I will cover the following information on Medicare.

• How to sign up for Medicare
• What to do if you your client is still working at 65.
• Special Medicare rules for small business owners and employees.
• How to use Medigap policies to control the the risk of high healthcare costs.
• How lifestyle choices like the desire to travel impacts the Medicare policy you choose. 
• Medicare Advantage Plans vs Medicare Supplement Plans.

If you would like to schedule an educational Medicare session with Hadley use the "CONTACT ME" button below to send a message. We will schedule a  meeting for your sales team at a date and time that works for your team, either in person or via video meeting.

Financial Advisors don't need to know everything about Medicare, but they need to know someone that does!!!!!