"Why didn't someone ever tell me..." This is a phrase we commonly hear from seniors who made devastating Medicare mistakes... but didn't know it until it was too late. Now, clients are increasingly pointing to their financial advisor as that "someone." Yes, Medicare is complicated. But, financial advisors who help clients plan for retirement no longer have the luxury of simply shrugging this topic off as simply something they don't deal with.
What you do not know about Medicare can and WILL impact your client's retirement plans— and, as a result, your business.
Please join Medicare experts, Diane J. Omdahl, RN, MS and Melinda Caughill (one of our highest rated speakers) for this lively discussion about Medicare. They'll show you the five biggest things financial advisors need to know about Medicare to help your clients avoid mistakes.
You'll learn:
- The five worst assumptions your clients can make about Medicare
- How to meaningfully help your client's without having to become a Medicare expert or sell insurance plans.
- Tips and tools to use to help your client's make the best Medicare decisions for their needs
- How to use Medicare to grow your business