Medicare Guidance and Planning: Partnering With Clients on Health Care Decisions

When:  Jan 29, 2014 from 12:00 PM to 01:00 PM (ET)
Medicare Guidance and Planning: Partnering With Clients on Health Care Decisions
Presented by Allsup: Paula Muschler, AMA Operations Manager & Monica Short, Product Manager

Medicare Only 28 percent of seniors with financial advisors include Medicare in their planning discussions, according to a 2012 study by Allsup Medicare Advisor®. Yet 78 percent of all seniors report that health-care expenses are their greatest financial concern. As the retirement landscape evolves, decisions regarding Medicare and health insurance are becoming a vital part of retirement and post-retirement planning. More Americans are working past their intended retirement age. More companies are eliminating retiree healthcare benefits. Health-care costs are of great concern to retirees and the retirement lifestyle they envision.

Regular and timely Medicare reviews will help advisors to better plan for and incorporate health-care costs into their client’s financial plans, further expanding the advisor’s role in planning strategies. Allsup will present important Medicare and health-care cost considerations including the complex array of Medicare options and changing rules and trends that affect beneficiaries, both over and under age 65.

http://aca.adobeconnect.com/r107aqaup5g/ 

Location

Online Instructions:
Url: http://aca.adobeconnect.com/r107aqaup5g/
Login: Conference Number(s): 1-800-691-0270 Participant Code: 212809

Contact

Lori Lorusso
910-769-1969
loril@acaplanners.org

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