What You'll Learn
Choosing a Medicare plan isn’t just a medical decision—it’s a financial one. With multiple parts, deadlines, and plan types, your clients often turn to you first for guidance. In this advisor-focused session, Melinda Caughill, a leading Medicare educator and co-founder of i65, …
Tom Dickson
Financial Experts Network
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Choosing a Medicare plan isn’t just a medical decision—it’s a financial one. With multiple parts, deadlines, and plan types, your clients often turn to you first for guidance. In this advisor-focused session, Melinda Caughill, a leading Medicare educator and co-founder of i65, will walk you through exactly what your clients need to focus on when comparing plans—and the specific steps they must take to enroll in the right coverage.
📌 Key Topics Covered:
What matters most when comparing Medicare plans
✓ Monthly premiums, out-of-pocket costs, coverage rules
✓ Network restrictions: Can they keep their current doctors?
✓ Drug coverage: How to find the best Part D plan for their prescriptions
✓ Coverage scope: Who’s covered under which plan?
Step-by-step: How to sign up for Medicare Parts A & B
✓ Understanding the timeline (Initial Enrollment Period, SEP, GEP)
✓ How to use ssa.gov to enroll
✓ What to do if your client is still working or covered by a group plan
Explaining Medicare Advantage vs. Medigap (Supplement Plans)
✓ How to evaluate costs, access to care, and coverage needs
✓ Why plan selection now can limit future options
How to enroll in a standalone Part D (prescription drug) plan
✓ Using Medicare.gov to compare and choose
✓ Understanding formularies, tiers, and the coverage gap (donut hole)
*CE/CPE Eligible: 1.5 CE credit(s) is(are) available to FEN Members with these designations: CFP, EA, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
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.