It used to be that, at age 65, people would retire and get Medicare. Not any longer. According to the Bureau of Labor Statistics, almost 9 million Americans 65 or older reported being employed full- or part-time. And still working at Medicare age comes with costly and complicated traps.
In this recording of a live webinar featuring nationally-recognized Medicare expert, Diane J. Omdahl, RN, MS, you’ll learn how you can help your clients avoid three of the most costly Medicare mistakes.
But, that does not mean that you have to have all those Medicare regulations memorized...
If you're like most financial professionals today, you most likely get questions from your clients (or prospective clients) about Medicare.
Unfortunately, these professionals tell us that they best they can do to help their clients is to refer them to Medicare.gov, a local Social Security office or an insurance agent. ...Not exactly an ideal way to handle questions from valued clients.
It’s a Baby Boomer’s worst nightmare: the deluge of information, both digital and analog, masks a single piece of Medicare-related mail that is responsible for costing you thousands upon thousands of dollars in unwanted costs. Forms sent by sanctioned Medicare Advantage plan providers—or if you’re lucky, a few separately-mailed items—throw a massive monkey wrench in your financial plans.