What You'll Learn
Join Medicare guru Melinda Caughill for a comprehensive webinar tailored specifically for financial advisors who serve veterans and federal employees. Navigating the complexities of Medicare and the various health insurance options available to these groups can be challenging. …
Tom Dickson
Financial Experts Network
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Join Medicare guru Melinda Caughill for a comprehensive webinar tailored specifically for financial advisors who serve veterans and federal employees. Navigating the complexities of Medicare and the various health insurance options available to these groups can be challenging. This session will provide financial advisors with the knowledge and tools necessary to guide their clients through the intricacies of Medicare, Tricare, FEHB (Federal Employees Health Benefits), and other relevant health insurance programs. Understanding the interplay between these options and how to maximize benefits is crucial for providing optimal advice to your clients.
By the end of this webinar, you will be able to:
1. Differentiate between Medicare and Tricare benefits: Understand how Medicare integrates with Tricare for Life for veterans, including enrollment periods and coverage details.
2. Navigate FEHB and Medicare coordination: Learn how Federal Employees Health Benefits (FEHB) work alongside Medicare, including the advantages and considerations for federal retirees.
3. Identify key enrollment periods and deadlines: Gain insights into critical timelines for enrolling in Medicare and other health insurance plans, ensuring your clients do not miss important deadlines.
4. Optimize health insurance strategies for veterans and federal employees: Develop strategies to help clients make informed decisions about their healthcare coverage, balancing costs and benefits effectively.
*CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE 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.