Our panelists will discuss how a simple healthcare conversation with your clients can help retain current clients and attract new clients to your practice.Some important questions they will answer:-What is the impact of your clients’ poor Medicare decisions on your practice?- How can you be a true quarterback for your clients and increase your competitive edge?- Do you have the tools and resources you need to model the impacts of healthcare expenses and events for your clients?- Learn how and when to have these important conversations with your clients … before your competition does.
I was recently told, “I love Medicare 101, but I’m ready for a Medicare ‘unhinged’ – the real stuff that advisors should know to the core and not all of the usual stuff we hear.”
My experience is that 80% of the people who should be making some change will tune out the entire Medicare hoopla that the annual election period (AEP) brings.
After years working with those age 65-plus in their transition to the Medicare system, I’ll share some ideas and tips that will lead to some great conversations between you and your clients – and, likely some added revenue for your practice.
In normal times, COBRA coverage presents challenges for those who are eligible for Medicare. Throw in COVID-19 and your clients face perilous decisions about their health care.
Your clients are typically blindsided before they come to me. They believe that Medicare is “free” or is largely subsidized because, “I paid into the system my whole life and now I have to pay what?”
It was big news last fall when Joe Namath was on the airwaves promoting his “excellent, free” Medicare plan. Here’s what to tell your clients when they ask about it.
Let’s talk about a few large “surprise” Medicare-related expenses that your clients may not know about.
Should you be comfortable referring your clients to CPAs or other professionals who also handle annuities, investments and insurance?