Medicare explainer

$400.00

Medicare can be overwhelming. Some advisors build their entire practices on being Medicare experts. Whether that’s you or not, providing basic information to clients 65 and older about the benefits available to them can help you stay at the center of their financial plan. We’ll work with you to ensure this article highlights your approach to planning for health care past 65. That might include referrals to experts you like or your preferred method for estimating and planning for medical expenses down the road.

~750 words before customization. Comes with recommend social copy.

Pairs well with Turning 65 checklist.

Add To Cart

Medicare can be overwhelming. Some advisors build their entire practices on being Medicare experts. Whether that’s you or not, providing basic information to clients 65 and older about the benefits available to them can help you stay at the center of their financial plan. We’ll work with you to ensure this article highlights your approach to planning for health care past 65. That might include referrals to experts you like or your preferred method for estimating and planning for medical expenses down the road.

~750 words before customization. Comes with recommend social copy.

Pairs well with Turning 65 checklist.

Medicare can be overwhelming. Some advisors build their entire practices on being Medicare experts. Whether that’s you or not, providing basic information to clients 65 and older about the benefits available to them can help you stay at the center of their financial plan. We’ll work with you to ensure this article highlights your approach to planning for health care past 65. That might include referrals to experts you like or your preferred method for estimating and planning for medical expenses down the road.

~750 words before customization. Comes with recommend social copy.

Pairs well with Turning 65 checklist.

RMDs, explained
$400.00
Pensions: Lump sum vs payments
$400.00
Types of retirement accounts
$400.00
Spending in retirement
$400.00
401(k) basics
$400.00