Brian McArthur is the premier Medicare Practice Management speaker/ trainer on the circuit. He spent 10 years wholesaling insurance products to financial advisors, and he has ACTUALLY enrolled clients of financial advisors into Medicare.
Brian has “cracked the code” on how to integrate Medicare Planning into a financial advisor’s practice, especially if they’d like to uncover more opportunities in the following areas:
- LTC
- Lifetime Income Solutions
- 401k rollovers
- Life Insurance
He will share his process that was developed, refined, and he uses daily while enrolling high net worth clients of financial advisors into Medicare.
While wholesaling annuity and LTC products for over 10 years, Brian observed consistent gaps in the Medicare education being offered from within our industry;
- Education without Execution
- Confused Financial Advisors set up for failure by advising on Medicare
- NO Measurable Resulting Revenue from any Medicare Education Efforts Delivered by Well-Intentioned Financial Services/ Insurance Institutions
In 2016, Brian chose to embed himself within the Medicare enrollment experience firsthand, by offering to help financial advisors navigate Medicare for their clients. He has built a thriving practice working as an advocate for financial advisors, and as the Medicare Supplemental Insurance agent for their clients.
Brian is back to share the following with wholesale insurance distributors, and retail financial advisors alike;
- What he discovered,
- Why the current nationalized Medicare education model MUST be localized. Only THEN can a financial advisor guide clients to the much needed NEXT steps within a financial plan.
There are TWO key moments in this process that Brian has identified, between a financial advisor and a client when all the satisfaction, gratitude, and ancillary insurance opportunity occurs. These two moments have been overlooked for years by the typical financial advisor-focused Medicare education model.
Brian’s keen observance of client and financial advisor behavior during his proactively executed Medicare enrollment plan shows all parties how to get what they need, and want.
Brian’s process creates a clear and obvious path to uncovering opportunities that create satisfied clients AND revenue to the financial advisor, namely:
- Long Term Care solutions
- Lifetime Income Solutions to Fund Lifetime Medicare Premiums
- 401k Rollover Opportunities, with ACTUAL Successful Case Studies
- Life Insurance Opportunities to replace the Group Coverage Lost Upon Retirement
- Client Retention
- Client Acquisition
- Improving the Perception of the Financial Advisor and their Deliverable Value in the Eyes of Their Client.
- Cracking the Code of Medicare: How to Build a Thriving Practice by Becoming Your Client’s Medicare Hero
“Brian’s tenure as a wholesaler, and entertaining speaking style, mixed with his empathetic approach to guiding my clients through Medicare is exactly what I was looking for to step up the level of service that I’ve wanted to offer to clients. I’ve been searching for a partner that doesn’t just educate about Medicare, but who’s guidance results in the client’s actual enrollment into Medicare.
Bob, Senior Vice President, Financial Advisor
“We rely on Brian to train our financial advisors to take charge of the Medicare Planning for our clients. Brian has explained Medicare to our clients individually and en masse, and creates the bridge between a client’s Medicare needs, and the role our financial advisors play. The end result creates relieved and well served clients, with astute financial advisors more confidently guiding clients through Medicare, and then LTC, lifetime income, and other needs within the client’s financial plan.”
Michael, financial advisor
“Brian does what financial advisors do not do, and makes financial advisors like me look great in front of my clients. Now I’ve got a plan for Medicare.
Travels From: California
City: San Diego
$5,000 and Under
