Financial Advisor’s Guide

Two comprehensive resources are available to financial advisors who join Savvy Medicare Planning for Boomers.

Not a Member? Click here to learn more about our Savvy Medicare Planning for Boomers program.

The Financial Advisor’s Guide to Savvy Medicare Planning for Boomers

Health Care Quick Reference Guide

This three-module action guide by Elaine Floyd, CFP®, walks you through the major aspects of Medicare planning from the point of view of your clients who are incorporating Medicare into a comprehensive retirement income plan.

Table of Contents:

Session One: Medicare Basics
  • Medicare Eligibility and Pricing
  • Medicare Enrollment
  • Medicare Management
Session Two: Private Insurance
  • Prescription Drug Plans
  • Medigap Policies
  • Medicare Advantage Plans
Session Three: Managing Health Care Expenses in Retirement
  • Understanding and Projecting Total Health Care Costs
  • Planning for Long-Term Care
CE Exam

Health Care Quick Reference Guide

Health Care Quick Reference Guide

The annually-updated Health Care Quick Reference Guide contains lots of handy facts and figures in an easy-to-read format. Information includes annual premiums and deductibles, a breakdown of Medicare enrollment periods, and a handy reference on the Affordable Care Act.

The Health Care Quick Reference Guide is available both as a free PDF or as a customizable laminated print ($197.00 per 100).