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04.28.2022 - Medicare

Attendees Rating:

Excellent (88%)
Average (9%)
Below Average (3%)

Comments
Here are comments from listeners:
Ability to structure a marketing approach in the Medicare space that would be efficient and advantageous to the clients and advisors
- Tim

Complex subject with software assistance
- Steven

Great subject matter!
- Elizabeth

How many variables are involved in the Medicare process. Also, that contributions to HSAs after age 65 may be possible .
- Paul

Interesting software to use to be able to evaluate an extremely complex area - Medicare. Program is well structured to address personal situations
- James

Never thought about clients needing to pay for parents before
- Elissa

The importance of Medicare and the huge need we have to fill as advisors, to help people
- Peyton
Medicare Optimization
Presented by Melinda Caughill,
Melinda Caughill

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.

Listen as Medicare educator Melinda Caughill teaches 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.

Attendees Comments:

Here are comments from listeners:
Ability to structure a marketing approach in the Medicare space that would be efficient and advantageous to the clients and advisors
- Tim

Complex subject with software assistance
- Steven

Great subject matter!
- Elizabeth

How many variables are involved in the Medicare process. Also, that contributions to HSAs after age 65 may be possible .
- Paul

Interesting software to use to be able to evaluate an extremely complex area - Medicare. Program is well structured to address personal situations
- James

Never thought about clients needing to pay for parents before
- Elissa

The importance of Medicare and the huge need we have to fill as advisors, to help people
- Peyton