Medicare Optimization
Guest Expert: Melinda Caughill,
Date:
Webinar Replay Description
What is Medicare Optimization?
To put it simply, Medicare Optimization is an easy way to make Medicare an integral part of the retirement planning process.
Comments
Here are comments from listeners:
Ability to structure a marketing approach in the Medicare space that would be efficient and advantageous to the clients and advisors
- Tim
Complex subject with software assistance
- Steven
Great subject matter!
- Elizabeth
How many variables are involved in the Medicare process. Also, that contributions to HSAs after age 65 may be possible .
- Paul
Interesting software to use to be able to evaluate an extremely complex area - Medicare. Program is well structured to address personal situations
- James
Never thought about clients needing to pay for parents before
- Elissa
The importance of Medicare and the huge need we have to fill as advisors, to help people
- Peyton
Ability to structure a marketing approach in the Medicare space that would be efficient and advantageous to the clients and advisors
- Tim
Complex subject with software assistance
- Steven
Great subject matter!
- Elizabeth
How many variables are involved in the Medicare process. Also, that contributions to HSAs after age 65 may be possible .
- Paul
Interesting software to use to be able to evaluate an extremely complex area - Medicare. Program is well structured to address personal situations
- James
Never thought about clients needing to pay for parents before
- Elissa
The importance of Medicare and the huge need we have to fill as advisors, to help people
- Peyton
04.28.2022 - Medicare
Attendees Comments:
Ability to structure a marketing approach in the Medicare space that would be efficient and advantageous to the clients and advisors
- Tim
Complex subject with software assistance
- Steven
Great subject matter!
- Elizabeth
How many variables are involved in the Medicare process. Also, that contributions to HSAs after age 65 may be possible .
- Paul
Interesting software to use to be able to evaluate an extremely complex area - Medicare. Program is well structured to address personal situations
- James
Never thought about clients needing to pay for parents before
- Elissa
The importance of Medicare and the huge need we have to fill as advisors, to help people
- Peyton