It is important that your clients have a clear understanding of costs relating to their future health expenses with Medicare.

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.

In “21st Century Medicare Planning to Protect Your Client's Healthcare Rights and Retirement Savings” by Emily Gang you will:

1. Understand three things your clients should be doing one to three years before Medicare to prepare for Medicare;
2. Get key questions your clients should ask themselves, so they don't regret their Medicare decision;
3. Recognize how your client's income and distributions will impact what they pay for Medicare;
4. Know the appropriate situation when your client should delay joining Medicare.

Your presenter is Emily Gang, Owner of the Medicare Coach.

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

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  You are responsible for reporting all other certifications for CE credit. 

Overall Rating: 4.8 / 5