Turning 65 checklist (Medicare + Retirement)
Send this content to any client turning 65, along with our article explaining Medicare. The goal is to prompt your clients to review how Medicare works and ensure they sign up for coverage during eligibility windows to avoid problems down the road. Customize it to reflect your own POV and expertise on using Medicare.
An optional second section broadens the review beyond Medicare and prompts clients to think through some of the key questions that emerge as you near retirement. The goal is to set yourself up for success as planning meanings start to shift towards income and withdrawal strategies in retirement, so clients are ready for those conversations.
As always, this checklist is FULLY CUSTOMIZABLE.
Send this content to any client turning 65, along with our article explaining Medicare. The goal is to prompt your clients to review how Medicare works and ensure they sign up for coverage during eligibility windows to avoid problems down the road. Customize it to reflect your own POV and expertise on using Medicare.
An optional second section broadens the review beyond Medicare and prompts clients to think through some of the key questions that emerge as you near retirement. The goal is to set yourself up for success as planning meanings start to shift towards income and withdrawal strategies in retirement, so clients are ready for those conversations.
As always, this checklist is FULLY CUSTOMIZABLE.
Send this content to any client turning 65, along with our article explaining Medicare. The goal is to prompt your clients to review how Medicare works and ensure they sign up for coverage during eligibility windows to avoid problems down the road. Customize it to reflect your own POV and expertise on using Medicare.
An optional second section broadens the review beyond Medicare and prompts clients to think through some of the key questions that emerge as you near retirement. The goal is to set yourself up for success as planning meanings start to shift towards income and withdrawal strategies in retirement, so clients are ready for those conversations.
As always, this checklist is FULLY CUSTOMIZABLE.
