Register by June 30 to Save $200 on the 3-Day Virtual Medicare Workshop—Watch From Your Home or Office on July 14–16.
Turn Medicare Expertise Into a Growth Strategy for Your Practice – Join the 3-Day Medicare Planning Virtual Workshop…
Hi Shannon,
Take advantage of this intensive 3-Day Medicare Strategy Workshop to boost your "Medicare Go-to Expert" status.
Who should attend:
If you want to deepen and expand your expertise, especially if you want to pursue the lucrative retirement income planning market and expect to position yourself as a retirement “distribution” expert. Medicare will be a critical topic this year, and beyond.
What will be covered:
A total immersion experience taking you through a complete review of the various parts of Medicare, what’s covered under those parts, when to enroll in Medicare, how your current employment status affects your Medicare decisions, how Medicare works with your private insurance, what you need to review with your clients both before and after they take Medicare, and how Medicare (and other topics) can work in the context of workshop marketing for business development purposes.
You’ll have the Medicare expertise needed to demonstrate your continued value to clients as they navigate the challenging retirement healthcare landscape. You’ll also have a useful body of knowledge to take to the public for prospecting and workshop marketing purposes. Here's an overview of what you will learn at the Medicare Strategy Workshop.
Deepen your understanding of Medicare and health-care-related topics, learn the structure of the Medicare program and common planning pitfalls, and become a trusted resource for your clients and prospects.
Learn who becomes eligible for Medicare and when
Understand Medicare enrollment periods
Understand late enrollment penalties, and how to avoid them
Learn how the moving parts of Medicare all fit together
Learn what’s not covered by Part A and Part B: deductibles, copays, coinsurance
Understand why Medicare alone is not enough, and learn what to do about it
Learn how Medicare works with supplemental insurance, including retiree/employer plans, Medigap policies, and Medicare Advantage plans
Learn how to evaluate supplemental insurance, determining its worth to your clients.
Learn how to help your clients make a graceful transition to Medicare.
Learn when Medicare is mandatory and when it’s optional.
Understand how the big “65” birthday applies to each individual client.
Understand the mechanics of Medicare enrollment.
Help clients estimate their individual health care usage.
Learn how to estimate healthcare costs in retirement: Premiums, income-related adjustments, out-of-pocket costs, and more.
How to plan for long-term care; including the factors affecting the need for long term care, possible triggers for long term care, estimating costs, and more.
Your workshop will be led by Elaine Floyd, CFP®, Horsesmouth’s Director of Retirement and Life Planning. Elaine is the author of The Financial Advisor’s Guide to Savvy Social Security Planning and The Financial Advisor’s Guide to Savvy Medicare Planning. She is often quoted in leading publications including the Wall Street Journal, Kiplinger’s Retirement Report, Marketwatch’s Retirement Weekly and other publications.
Sean M. Bailey is the Editor in Chief of Horsesmouth. Since 1999, Sean has interviewed hundreds of advisors about "what’s working" in their efforts to grow their businesses. In his business development presentation at the three-day intensive workshop, he’ll lead you through in-depth case studies examining the prospecting side of advising boomers about Medicare.
Sean M. Bailey
Editor-in-Chief
Horsesmouth
230 Park Avenue, 3rd Floor West
New York, NY 10169
(888) 336-6884 ext.1
P.S. Register by June 30 to save $200 on this 3-day virtual workshop. Learn more here.
P.P.S. Deepen your understanding of Medicare and health-care-related topics, learn the structure of the Medicare program and common planning pitfalls, and become a trusted resource for your clients and prospects. Register today.
Horsesmouth, 230 Park Avenue, 3rd Floor West, New York, NY, 10169,
