with Expert Medicare Advice
We specialize in seamlessly blending Medicare planning with your financial strategies, ensuring your clients are well-prepared for this critical phase of their lives.
Medicare planning is not just about healthcare; it’s an integral part of a comprehensive financial strategy. Proper Medicare planning ensures your clients:
Assist clients in projecting Medicare costs and incorporate them into their retirement planning, ensuring that their savings can cover premiums, deductibles, and out-of-pocket expenses.
It's crucial to understand how a client's income affects Medicare premiums (IRMAA) for accurate financial planning.
By addressing a critical need that is often overlooked, you demonstrate a deep understanding of your clients' comprehensive life needs, reinforcing their trust and loyalty.
Adding Medicare planning to your portfolio of services differentiates you from competitors and positions you as a holistic advisor who goes beyond traditional financial planning.
Offering Medicare planning can attract prospects nearing retirement age, providing an excellent opportunity to introduce your broader financial planning services.
Regular reviews of your clients' Medicare plans ensure they have the right coverage as their needs evolve, keeping you engaged and proactive in their financial health.
We offer free educational seminars either in person or over Zoom.
These Informative presentations can be done for a group of clients, or a team of financial advisors. These sessions cover key topics such as Eligibility, Navigating the initial steps, Original Medicare Parts A & B, Eligibility & Costs of Medicare, Medicare Supplement and Advantage Plans, Medicare Part D, Individual and Group Insurance, Medicare Rules & Penalties, and Enrollment.
We offer tailored one-on-one consultations to meet your clients' individual Medicare needs.
Take the time to review each client’s unique situation, evaluating every plan available based on their specific doctors, prescriptions, and financial situations. With a commitment to finding the right fit for your client, guide them through the enrollment process, ensuring a seamless and foolproof sign-up. Beyond the initial enrollment, provide ongoing support throughout the year, ready to assist with any questions or concerns that arise.
Brian works with financial advisors across the country at every major firm. He specializes in seamlessly blending Medicare planning with financial strategies, ensuring your clients are well-prepared for this critical phase of their lives.
All Client Reviews Are Verified From Real Clients