As your clients get close to retirement, they will make several financial decisions that can affect how far their retirement savings will stretch. One of the most critical considerations is how they’ll pay for health care, even with Medicare coverage.
- What are the four main parts of Medicare, and how do they work to ensure your clients have adequate healthcare coverage?
- Who is eligible for Medicare?
- When will your clients need to enroll?
Here's a seminar and sales idea to help your clients proactively assess their healthcare needs and make the most of Medicare for their health and finances. We've also created an article, 5 Tips for Maximizing Medicare, that you can share with them.
Related Value-Add Marketing Resources
| Maximize Medicare for Physical and Fiscal Well-Being seminarA seminar advisors can present to clients providing ways to make the most of their Medicare benefits. | |
| Sales Idea – Maximizing Medicare for Your Physical and Fiscal Well-BeingA handout for your clients on Medicare and retirement. Includes information on what Medicare covers and how to plan for healthcare costs in retirement. |
Shareable Content
| Share "5 Tips for Maximizing Medicare" with your clients. Email Your Clients |