Choosing the right Medicare plan can be confusing. Or, making sure an existing Medicare plan is still the best one for a client is an important yet often overlooked exercise.
Join Medicare expert Melinda Caughill to learn the key differences between Advantage and Med Supplement plans (aka "Medigap"). This will include a comparison of what's covered, who's in charge (the insurance company or you), what clients can expect to pay for deductibles, how co-pays, co-insurance work and what maximum out-of-pocket charges work.
Jimmy Weber from Ritter Insurance, will join Melinda to share Ritter's insights in working with over 600,000 Medicare policyholders.
*CE Eligible: One CE credit will be submitted to the CFP Board on behalf of attendees. Complete certificates are also provided to attendees for self- reporting for those with American College designations (CLU, CHFC and RICP), CIMA and NAPFA members.
*CPE Eligible: Participants will earn 1 CPE credit and will receive a completion certificate for self-reporting their credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.