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The Road to Medicare: How to Help Your Clients Avoid Costly Medicare Mistakes

THE ROAD TO MEDICARE: HOW TO HELP YOUR CLIENTS AVOID COSTLY MEDICARE MISTAKES

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 29, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

How do you address the Medicare-related concerns of your clients? Do you tell your clients to visit a Social Security office or go to Medicare.gov? Maybe you refer them to an insurance agent? Do you provide them with some basic information on Medicare? Or, are you one of the many professionals who assumes someone else will help your clients with this crucial need?
 
People 60+ are some of the most valuable clients that financial professionals can have. When the "Medicare Bomb" goes off in their lives, do you really want them searching for answers from other professionals who may or may not have their best interests at heart? Protect the valuable relationships you have with your clients by attending this insightful and entertaining (yes — entertaining) event.
 
Through this webinar, you’ll get an overview of the Medicare landscape today. You'll step into your client's shoes and see how confusing, overwhelming, and even scary Medicare decisions can be. After all, just one Medicare mistake can literally derail a client's retirement plans. Finally, you'll learn some key talking points that will allow you to have a meaningful Medicare conversation with your clients — without having to become a Medicare expert or sell insurance. 
 
Learning Objectives:


  • Identify three of the most common Medicare mistakes for people who continue to work after age 65

  • Determine how employer size can dramatically change Medicare enrollment rules

  • List one or more of the consequences of mistiming Medicare enrollment

  • Recognize why the description of Medicare as "4 Parts" is misleading

  • Give examples of why it is so critical for professionals to have a Medicare conversation with their 60+ aged clients

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Melinda Caughill

i65
Co-founder
melinda.caughill@i65.com
(262) 240-9860

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For Melinda, Medicare is more than just a job, it’s a family tradition. As the daughter of a nationally recognized expert and pioneer, Diane J. Omdahl, RN, MS, she basically grew up with Medicare being discussed nightly at the dinner table.

Today, as a co-founder of 65 Incorporated and the revolutionary i65 Medicare enrollment software, Melinda uses her expertise to provide today’s seniors, their families, and their professional advisors with unbiased, expert Medicare guidance through her high-energy, entertaining Medicare presentations. Melinda is skilled at taking confusing, complex subjects like Medicare and translating it into easy-to-understand, highly visual concepts. In fact, she’s the designer behind the revolutionary “3 Parts and 2 Paths” redefinition of how Medicare works. According to many people, this unique interpretation was “the first time Medicare ever made sense.”

She’s also worked with and been a featured speaker for some of the nation’s foremost corporations, like PBS, Macmillan Publishing, Edward Jones, Advisor Group, LPL, Protective, and more.
 

About Our Presenter

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i65® is a revolutionary new software designed to help individuals turning 65 make the best choices when enrolling in Medicare. This software is the brainchild of 65 Incorporated, a company that provides Medicare enrollment consultations to individuals turning 65.

i65 is not affiliated with any insurance organization and does not sell any Medicare-related products. i65 gets to know a person’s unique needs by having them answer a series of simple questions and then provides individualized, step-by-step Medicare enrollment guidance in a printable RoadMap.

Finally, today’s seniors no longer have to become experts on Medicare regulations simply to enroll in the program. With i65, now anyone can leverage the knowledge and experience of one of the nation’s foremost Medicare experts, Diane J. Omdahl, RN, MS.