Level of Complexity: Overview
The Medicare-eligible population is expanding exponentially as baby boomers age into the program at a rate of 10,000 every day. More than 60 million Americans are already enrolled in Medicare and many of them are your current clients. Who better for them to turn to than you, their trusted financial adviser, for their Medicare questions? We can help prepare you for the Medicare conversation you could (and should!) be having with clients in the retirement planning process to protect their hard-earned assets, deepen their loyalty and attract new clients.