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.
Your clients are often confused and anxious by the idea of Medicare and healthcare in retirement. By adding Medicare Optimization, you can dispel common myths and help clients avoid the costly mistakes that could derail retirement plans, such as clients believing Medicare covers long-term care or fully covers their healthcare costs in retirement.
Join Medicare educator Melinda Caughill to learn how to help clients prepare for what's ahead — whether that is helping a client in their 40s or 50s learn about their parent's Medicare decisions before a need arises, helping a client in their 60s understand and prepare for their own Medicare decisions, or assisting clients who are already on Medicare to maximize their coverage and ensure that their money lasts.