Healthcare Options – An Important Piece of the Retirement Planning Puzzle

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Since Medicare will serve as the primary health insurance for many retirees, it is important for financial professionals to know and understand the coverages, and most importantly, the limitations on the coverages that Medicare provides. For most retirees, figuring out how they are going to cover the costs of what Medicare doesn't cover, is their first priority as they enter retirement. This can be an opportunity or a risk to your individual practice, depending on if you are able to assist with this first step, or whether you have to send them to someone else for their healthcare questions. We all know the risk of sending them to someone else. This presentation will cover the Medicare basics such as: How Medicare Works, Enrollment Periods, Supplemental Coverage and Prescription Drug options. We will cover the five major factorsthat consumers should consider when weighing the pros and cons of choosing either Medicare Supplement or Medicare Advantage for their supplemental coverage needs. And finally, we will discuss the additional opportunities that can come from helping customers with these very important decisions.

Topic(s): Product Diversification
Presenter(s): Bob Lowery
Session#: FIN2401-308
Session Length: 45 minutes
Program: 2024 Finseca Advanced Markets
Date: May 24, 2024

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Bob Lowery

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Healthcare Options – An Important Piece of the Retirement Planning Puzzle

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Presenters

Bob Lowery

Resources

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