[CE] Where Medicare Meets the Financial Plan: What Every Advisor Needs to Know
Where Medicare Meets the Financial Plan: What Every Advisor Needs to Know
Join MoneyGuide and Healthpilot on September 22nd at 2pm ET for a webinar designed to help financial advisors better understand how Medicare fits into a client’s broader retirement plan.
Advisors will learn how to:
- Explain the structure of Medicare, including Parts A, B, C, and D, and how each component can affect retirement income and healthcare cost planning.
- Recognize key Medicare enrollment periods and the financial consequences of missed deadlines, including late-enrollment penalties and potential coverage gaps.
- Compare common Medicare coverage paths, including Original Medicare, Medicare Supplement Insurance, Medicare Advantage, and Part D, and determine how different options may fit different client needs.
- Identify independent, no-cost resources that can help clients compare Medicare plans and navigate enrollment with confidence.
- Understand how financial planning and Medicare plan comparison technology can help advisors connect clients with unbiased support for comparing plans and enrolling at no cost to the advisor or client.