Register by June 30 to Save $200 on the 3-Day Virtual Medicare Workshop—Watch From Your Home or Office on July 14–16.

Watch: Retirees NEED Financial Advisors' Help With This—Why You Should Attend the Medicare Strategy Virtual Workshop

Take advantage of this intensive 3-Day Medicare Strategy Workshop to boost your "Medicare Go-to Expert" status.

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.

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.

Best,

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.