However, they might perceive Medicare to be a world of unspoken rules and fear making the wrong decision.
There are strategies you can help your clients use both before starting Medicare and while enrolling in Medicare to ensure they are correctly navigating Medicare rules and options to protect their healthcare rights and savings.
Over the past four years, Emily has changed the way people make their Medicare decision. She has helped thousands of people navigate Medicare rules and insurance company confusion to help them make their right Medicare decision to protect their healthcare rights and retirement savings.
Emily has combined her seven-year experience managing risk for Goldman Sachs and her passion for helping people, to revolutionize the way people make a Medicare decision to save people time and money.
Emily also serves as the President for the DK Foundation.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.
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