Your clients' Medicare decision includes what additional plan to buy to offset their 20% of the bill, deductibles and coinsurance that Medicare itself does not pay when a claim is received. In addition, making the wrong decision in Medicare enrollment or non-enrollment can include lifetime financial penalties.
You can help your clients manage Medicare costs by referring them to resources to help them make informed decisions and better understanding how taxable investment income can affect their monthly premiums.
Erin Fisher is President of Find Medicare Plans, a national Medicare company. She founded the company ten years ago. Her 24 years of Medicare sales and management were with United Healthcare, Emblem Health and Oxford Health Plans. Her accounts at these carriers included General Motors, IBM, Marriot, American Airlines, Delta Airlines, Federated Department Stores and the United Nations.
She is a member of the National Association of Health Underwriters (NAHU); NAHU National Medicare Advisory Group; NAHU Connecticut Board Member, NAHU Leading Producers. Through this organization she has been successful in getting Federal legislation passed to reduce burdensome regulations on Medicare enrollees and is lobbying to effect further changes in Medicare regulations.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
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