This presentation focuses on helping advisors help their clients get the most out of retirement by thinking about future health care needs now and what options you have. Dr Katy provides solutions on how to cut our unnecessary healthcare costs, limit out-of-pocket exposure and to be prepared for any catastrophic expenses that could occur. In return this allows your clients to invest more, minimizes unnecessary decumulation of assets and provides them with a tremendous sense of security.
- How does Healthcare Cost planning fit into Retirement Planning?
- Long Term Care planning
- How do Long Term Care & Medicare fit together?
- Simple solutions to incorporate into Retirement Planning practice including Financial Advisor checklists
This program discusses the following key points to helping you better understand Medicare and how you can help your clients understand Medicare.
- Strategies to deal with Medicare Modified Adjusted Gross Income (MAGI) “cliff brackets” in retirement planning.
- Understand the application of new features within Medicare to retirement planning and budgets.
- Methods to help your clients avoid lifelong Medicare penalties and minimize the cost of Medicare.
- Simple solutions to incorporate into your retirement planning practice.
Their process is simple. Give them a call and let them know that you are referring your client to them. They put every effort into providing excellent service to your clients to help them achieve their goal of having an effective healthcare solution that meets their individual needs.
Offering the right health insurance plan to your employees can be one of the most difficult decisions of a small business owner, especially since the health insurance landscape changed in 2010 when the Patient Protection and Affordable Care Act was signed into law. The new law instituted changes, which has made health insurance more affordable for small businesses. You now have more options to consider which can be overwhelming.
