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:
Cost Projections 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.
Income-Related Adjustments 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
Brian Krantz made my enrollment process clear, expeditious and easy to understand. He is someone everyone should have in their corner to help so much with filing for Medicare health benefit coverage which is confusing to the layman.
Brian and his team made the entire process very simple and easy. I highly recommend them!
Facing Medicare and what to do? All I can say is - Brian and his outstanding team at Plan Medicare are to the rescue! I highly recommend this impressive team in navigating all things Medicare. They will not disappoint, call them!
Navigating the waters of Medicare plans was challenging and this wonderful company was like a life preserver! Everyone is polite, professional and supportive. Thank you Brian Krantz and team! I’m enrolled and relieved.
My experience was absolutely fantastic. Brian and team were responsive and helpful.
Plan Medicare. I will recommend it to everyone who needs help. Brian was awesome. He followed up with us and always ready to help and answer questions. Returned calls immediately. We are so happy to have found him since it is very overwhelming understanding Medicare.
Brian was such a professional & responsible person. He immediately responded to my questions I raised in my emails and clarified them. This is what I admire most about him! He was very friendly too!
Brian Krantz was an excellent agent. He was knowledgeable with all of the products available and beneficial to me personally. And he made the whole transition to medicare seamless and easy.
We worked with Brian Krantz at Plan Medicare and couldn't have asked for a better experience. Brian was professional, knowledgeable, and so accommodating of our time schedule. Thank you, Brian, for all the support you gave us!
I don't know how I would have navigated the many options available for a Medicare plan. Brian Krantz explained everything clearly and helped me to choose the best plan for my personal needs. I am really glad that my friend recommended him to me.
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