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Should you be comfortable referring your clients to CPAs or other professionals who also handle annuities, investments and insurance?

The answer is “maybe.”

When you make a referral to a health insurance professional to “handle Medicare” for your client, you may not realize what could happen next. You may not fully understand all that “could be sold.”

Medicare is the red-headed stepchild that’s long been ignored – until now.

Our firm works with financial advisors, CPAs, broker dealers, credit unions and their clients. The Medicare conversation is elevating its stature of importance along the likes of Social Security and more. Have you noticed the uptick in Medicare webinar invitations arriving in your inbox?

I’ll share with you who else is noticing the webinars, postcards, invitations to steak dinners and such.

Your clients.