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InFRE's 2019 3rd Qtr Issue of Retirement Insight and Trends

The October 2019 free quarterly newsletter features articles on Medicare Advantage vs. Medigap, Social Security Reform and Reverse Mortgages.

 Allen Chao, Senior Account Executive at Longbridge Financial Bruce D. Schobel, FSA, MAAA, CLU, CEBS, Consulting ActuaryJoanne Giardini-Russell, Owner, Boomer Health Group and Cameron Giardini, Boomer Health Group

Articles in the 3rd Quarter - October 2019 Issue:

  • Medicare Advantage vs. Medigap: Which plan is right for your clients?  by Joanne Giardini-Russell, Owner, Boomer Health Group and Cameron Giardini, Boomer Health Group
  • Heading Toward Social Security Reform by Bruce D. Schobel, FSA, MAAA, CLU, CEBS, Consulting Actuary
  • Reverse Mortgage for Purchase: Helping Seniors Buy a Right-Size Home with the Right Tool by Allen Chao, Senior Account Executive at Longbridge Financial

Some of the topics covered in this issue:

  1. 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.

  2. 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.

  3. 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

After passing exam, reporting for CRC® and CFP® CE credit is free. If you select to report for credit, be sure to add your CRC® and/or CFP® ID at checkout. You are responsible for reporting your CE hours for ASPPA, CLU®, ChFC®, RICP®, CASL and other CE recertification.

Developed by: International Foundation for Retirement Education (InFRE)

Designed for: Advisors and Retirement Counselors

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