Articles in the 3rd Quarter - October 2019 Issue:
Some of the topics covered in this issue:
Learn the differences between the two main products that supplement Medicare, understand how to critically look at Medicare insurance products to make sure they meet the unique needs of each client, more accurately assess total health coverage spending during retirement, and understand how pre-existing conditions are addressed in each Medicare supplement option.
Learn about Social Security’s future financial problems and about the Social Security 2100 bill that is designed to solve them, learn about the bill’s provisions and the likelihood of its enactment into law, and see how the bill’s provisions would affect individuals, allowing for better financial planning.
Learn about HUD protections for the Home Equity Conversion Mortgage (HECM), when to age in place versus moving, identify several benefits of using a HECM for purchase in comparison to other options, and analyze a recent purchase case study.
1 hr CFP, CRC, ASPPA, CLU, ChFC, RICP, CASL Continuing Education Credit Reporting
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